Features
Everything a modern conveyancing practice needs.
Convey Nexus replaces the file cabinets, spreadsheets, WhatsApp chats and email chains that most South African conveyancers still rely on.
Matter workflow
A 24-step milestone timeline calibrated to South African property law — from instruction received to Deeds Office registration. Mark completed, mark not-applicable, add notes.
- Auto-seeded milestones on every new matter
- Colour-coded timeline for at-a-glance status
- Loan-approval sync with bond milestones
AI Offer to Purchase parser
Upload a scanned or digital OTP. Convey Nexus extracts the parties, address, purchase price, deposit, commission, conveyancer details and every deadline in seconds.
- PDF and image support
- Structured address components
- Never invents data — leaves blanks blank
Automated client communications
Weekly progress emails, loan-approval reminders, milestone-completion alerts. All sent automatically in your firm's voice, tracked in the notifications log.
- Weekly Monday updates to buyers and sellers
- Bond-due countdown reminders
- Full audit log per matter
Agency & agent CRM
Track every estate agency you work with — principals, FFC expiries, negotiators, split commissions. Attach agencies to matters, link agents by role.
- FFC expiry tracking
- Multi-agency splits
- Per-matter commission calculations
Document vault
OTPs, FICA, title deeds, transfer documents, bond guarantees — all encrypted at rest, versioned, and tagged by party or document type.
- Signed-URL downloads
- Party-specific document tagging
- Per-firm isolation via row-level security
Deal Tracker integrations
Partner estate agencies push deals directly into your workspace via HMAC-signed webhooks. Automatic milestone reporting back to their system as things progress.
- HMAC-SHA256 signed exchange
- One integration code per partner
- Automatic outbound milestone events
Firm-grade security
Every firm's data is completely isolated at the database level. Row-level security means a user physically cannot see another firm's matters or clients.
- Row-level security by firm_id
- Encrypted storage buckets
- Role-based access (owner / admin / staff)
Client-facing reports
Generate a beautifully branded PDF report of any matter's current state — perfect for emailing to your buyer, seller or bond originator.
- One-click PDF export
- Custom firm branding (Firm plan)
- Emailable HTML version
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