Matters, key dates, trust accounting, PEXA workspaces, document automation and a client portal — built only for Australian conveyancing and immigration firms, around the deadlines those two practice areas actually run on.
Built around the rules conveyancing and immigration practices work under
Most practices run matters in one system, trust money in another, compliance in a spreadsheet and the client relationship in an inbox. Every seam is somewhere a settlement or a visa deadline gets dropped. This closes them.
Numbered CONV/IMM files with key dates, statutory deadline rules and tasks that appear the moment a matter opens.
Capture time and expenses against the matter, invoice without re-keying, and keep trust money in a real ledger.
Cooling-off, settlement, visa lodgement and AAT/ART review windows sit on the matter with AU/NZ public-holiday awareness.
A portal that leads with documents, invoices and key dates, plus PEXA workspaces for settlement day itself.
Document templates merge from matter data with a built-in DOCX viewer, and AI agents draft the first pass.
Leads, marketing and referrals feed matters; reports show profitability, capacity and CPD across the firm.
Three of the places a conveyancing or immigration file loses the most hours — and what replaces them.
A conveyancing purchase file arrives with cooling-off and settlement dates already on the calendar. An immigration file arrives with visa lodgement and AAT/ART review windows, both aware of AU/NZ public holidays.
Templates merge straight from matter data — no copy-paste, no wrong party name on a contract or visa cover letter. Review drafts in the built-in DOCX viewer and route them for authority to sign.
Trust is a real ledger with a real balance. Overdrawing a client ledger is refused in the model layer, not merely discouraged in the interface, and reconciliation is a monthly record with a variance you explain.
These are working modules — the things a firm would otherwise buy separately, or run in a spreadsheet and hope.
Each obligation has a record, a due date, an evidence trail and someone answerable for it — because that is what you need when a client, an auditor or the department asks, not a folder of PDFs.
Statutory deadline rules calculate cooling-off and settlement dates against AU/NZ public holidays, on the matter automatically.
Per-matter ledgers, monthly reconciliation with variance, and an overdraw that is refused in the model layer, not just discouraged in the interface.
Verification of identity with evidence and expiry, and a register that shows what was checked, by whom, and when.
Visa lodgement windows and AAT/ART review deadlines sit as key dates on the matter, tracked the same way as settlement dates.
PEXA workspaces link to the matter so settlement figures and dates stay in one place instead of a separate portal.
Scheduled file reviews, compliance checklists and a CPD register tracked per practitioner.
No litigation, no family law, no courts — matter types, custom fields and deadline rules are shaped around the two practice areas ImConvey supports.
The portal opens with what you need from them — a document request, an identity check, an invoice to pay — then shows key dates and progress against the matter. Bookings arrive already in the system through the firm's public website.
Nobody changes practice-management software for a feature list. They change when the move feels survivable and the data feels safe.
The matter number format is yours to set, so files keep the references your team, your clients and your correspondence already use.
Bank details, mail passwords and integration credentials are encrypted at rest, not merely masked in the interface, and every firm's data is scoped on every query.
Every plan includes the trust accounting and compliance modules. They are not an upsell.
The compliance and practice modules are not a higher tier.
No. ImConvey is built only for conveyancing and immigration practices, with matter numbering, deadline rules and workflows shaped around those two areas rather than a generic legal catch-all.
It is a real trust ledger — per-matter balances, receipts and disbursements, monthly reconciliation against the bank statement with a recorded variance. Withdrawing more than a matter holds is refused at the data layer, not just hidden in the interface.
Statutory deadline rules calculate key dates such as cooling-off, settlement, visa lodgement and AAT/ART review windows against AU/NZ public-holiday calendars, and place them on the matter automatically.
Yes. The client portal shows document requests, invoices, key dates and secure messages, and supports online bookings through the firm website.
Yes, PEXA workspaces link to the conveyancing matter so settlement figures and dates stay with the rest of the file.
Ask us during a demo about current terms. Your data — matters, time, expenses, invoices, clients and reports — can be exported, so leaving is a download rather than a negotiation.
Book a demo, open a real conveyancing or immigration matter, and watch the checklist, key dates and statutory deadlines appear with it.