Building Contract - VIC

Table of Contents

• Create a VIC Building Contract matter
• Complete Matter Details

Create a VIC Building Contract matter

1.    Select New Matter from the triConvey Home Dashboard.

2.    Select State:  VIC.

3.    Select Matter Category:  Conveyancing.

4.    Select Matter Type:  Building Contract.

5.    Select party:  Owner or Builder.

Tip: This will open the Matter file where you will complete the Matter Details.

Complete Matter Details

1.    Double-click Info and complete required details.  

Tip:  Not all details need to be entered immediately.  However, it is best practice to enter as much information as possible to save yourself time when generating documents.  

2.    Enter and complete all parties contact details.  

Tip:  To add an additional party, such as the Owner, right click on Owner and select Add Owner.

3.    Double-click Registration Details to enter the Builder Licence Details.

4.    Double-click Property Details to enter the Address and Title Particulars.

5.    Double-click Mortgage Details to enter Mortgage Date and Number.

6.    To add uncommon contacts to your matter, select the gear icon from the top right corner of the Matter.

7.      From Show/hide details for this matter, select the additional contact/s to be displayed in Matter Details.

Tip:  You can add details for a Real Estate Agent, Accountant, Previous Solicitor and Additional Contact.