Document generation and lodgement in conveyancing involves manually gathering client and property data from multiple sources, populating legal documents, and checking for errors before sending to clients for signature and lodging with authorities.
Automation extracts data from case management systems and spreadsheets, populates documents automatically, flags missing information for review, and coordinates signatures and lodgement tracking. This reduces manual data entry, minimizes errors, and accelerates the path to settlement.
The full workflow, from trigger to completion.
A new settlement record is created or a settlement date is set. The automation is triggered immediately.
The automation pulls all client names, addresses, property details, and financial figures and linked spreadsheets in a single query.
The automation maps the fetched data to the correct fields in each required document template and generates completed PDFs without manual typing.
The automation checks that all required fields are populated and flags any missing data or inconsistencies for human review.
Completed documents are sent to the conveyancer for final review, then automatically routed for client signature.
Once signed, the automation logs the document status and lodgement date and prepares a summary for the lodgement team.
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