Matter status assistant
Prepare a sourced summary of where a matter is up to and what remains open.
Home / AI Automation for Conveyancers
For Australian conveyancing practices
Spend less time reconstructing a matter before you can move it forward.
We build custom workflows around your matter files, inboxes, documents and existing systems so staff can find current status, chase what is missing and prepare client updates without starting from scratch.
Legal decisions stay with your teamSource material remains visibleApproval before client communication
Example: matter file to current brief
01
Approved sources checked
The matter record, email, documents, tasks and key dates are retrieved.
02
Status reconstructed
The workflow identifies completed steps, open items and conflicting information.
03
Missing items surfaced
Outstanding documents, responses and approvals are listed with their last action.
04
Next work prepared
A sourced internal brief or client update draft waits for authorised review.
Workflows we can improve
The administration around the legal work.
We target repeated retrieval, preparation and checking. The practice remains responsible for legal interpretation, advice and every final decision.
Missing-document tracker
Identify outstanding items, who they were requested from and when they were last chased.
Client update preparation
Draft a plain-English update from approved matter sources for authorised review.
Intake to matter record
Structure client and property details once, flag gaps and prepare the matter setup.
Settlement-readiness check
Compare the matter against the practice checklist and surface incomplete administrative steps.
Inbox and task triage
Route incoming items to the right matter and prepare the action a person needs to take.
Faster status answersReduce the time spent searching before a client or colleague can get an update.
Fewer duplicate chasesSee what is missing and the last request before another message is prepared.
Less repeat entryCarry approved details from intake and documents into the matter workflow.
More consistent preparationApply the practice checklist while keeping legal judgment with qualified staff.
Built around the practice
Fit the workflow to your matters, templates and controls.
Conveyancing varies by jurisdiction, practice and system. We map the exact administrative process and confirm access before a build is proposed.
- Matter-management systems assessed individually
- Microsoft 365, Outlook and SharePoint
- Google Workspace, Gmail and Drive
- Client intake forms and approved templates
- PDFs, contracts and supporting documents
- Practice checklists and approval rules
A controlled first build
One matter-administration workflow in 30 days.
Start with a workflow that saves preparation time without automating legal advice: matter status, missing documents, intake or client update preparation.
- One defined administrative workflow
- Up to two approved systems or sources
- One authorised approval point
- Testing with de-identified or approved examples
- Team handover and two tuning rounds
- A day-30 usage and result scorecard
Human authority remains
AI prepares. Your practice verifies and decides.
The workflow can retrieve, structure, compare and draft. It must not replace professional judgment, legal advice or the authorised review your practice requires.
- Least-privilege and read-only access first
- Source references retained where supported
- Uncertain or conflicting information escalated
- Client-facing communication held for review
Questions
Before we touch a matter workflow
Does the AI provide legal advice?
No. The workflow supports administrative preparation, retrieval and checking. Legal interpretation, advice and sign-off remain with qualified people in the practice.
Can it work with our matter-management system?
Potentially. We confirm the platform, available integrations, permissions and data location before recommending a workflow.
Can client updates require approval?
Yes. A workflow can prepare a draft from approved matter sources and hold it for a conveyancer or authorised staff member to review before sending.
What is a sensible first conveyancing automation?
A matter-status brief, missing-document tracker or client update preparation workflow is often a practical first project because the result can be tested without automating legal judgment.
Start with the slow matter step
What does your team rebuild, chase or re-enter on every matter?
Tell us which staff are involved, where the information lives and what must remain under professional review. We will tell you whether it is a realistic first workflow.
Prefer a direct conversation?
0494 609 651
hello@masterkeyit.com.au