Table of Contents
Create a WA Sale of Land matter
1. Select New Matter from the triConvey Home Dashboard.
2. Select State: WA.
3. Select Matter Category: Conveyancing.
4. Select Matter Type: Sale.
5. Click Next.
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. Double-click Seller and complete required contact details.
Tip: To add an additional Seller, right click on Seller and select Add Seller.
3. Complete contact details for Buyer, Settlement Agent and Seller's Agent if available.
4. Double-click Property Details to enter the Address, Property Details, Contract Details and Tenancy Details.
5. Select the Title Particulars tab and enter the Title Reference details.
6. Double-click Conveyancing Details to enter the Price, Deposit Details, Key Dates and Settlement Details.
Tip: You can use the Date Calculator to calculate the settlement date.
7. To add uncommon contacts to your matter, select the gear icon from the top right corner of the Matter.
8. From Show/hide details for this matter, select the additional contact/s to be displayed in Matter Details.
Tip: You can add details such as Buyer's Agent , Building Inspector, Owner's Corporation and Additional Contacts.
Precedent Library
The Sale (WA) matter provides access to the Sale (WA) Precedent Profile. This pre-set Precedent Library folder contains non-legally drafted precedents for everyday use, together with shortcuts to commonly used documents found under Court & Authority forms.
If the Precedent Profile does not appear in the Precedent Library, please contact our Support Team to ensure that you have subscribed to the Precedent Profile.
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