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Description
Convey is a cloud-based platform designed for residential real estate conveyancing, tailored specifically for law firms in Canada. This innovative tool streamlines the entire transaction process, starting from client intake all the way to the final reporting stage, utilizing matter-specific client questionnaires, automated checklists, and structured workflow steps, all while providing real-time dashboards and a detailed closing calendar. Legal teams have the capability to create and personalize document templates, prepare necessary lender paperwork, manage and finalize PDFs, and efficiently store and search through matter files. Furthermore, the platform facilitates communication through client portals and automated emails or text messages, ensuring seamless coordination among lawyers, clients, lenders, real estate agents, and other stakeholders involved in the transaction. Convey also offers valuable resources such as links to title and registration searches, title insurance, identity verification, lender instructions, and home insurance services, along with options for exporting data or integrating with existing legal practice systems. Accessible via web browsers, Convey aims to enhance the organization and management of residential property purchases, sales, and refinancing processes, thereby improving overall efficiency for law firms. The platform's comprehensive features make it an essential tool for legal professionals navigating the complexities of real estate transactions.
Description
TCWorkflow is brimming with features tailored to enhance your efficiency while saving you both time and money. Each of your transactions is centered around the essential tasks you must accomplish. Our task management tools empower you to develop reusable templates that can be utilized repeatedly. With these innovative task templates, you can pre-assign tasks to yourself or your colleagues, automatically schedule task dates to sync with your Google or Outlook calendar, and establish dependencies between tasks or transaction dates. Additionally, you have the flexibility to color-code your tasks, designate them as recurring, pin them for easy access, mark them as milestones, and even create hierarchical relationships where one task's completion is contingent upon another. Effective communication stands as the cornerstone for any thriving real estate professional, ensuring that every team member is aligned and informed throughout the process.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Clio
Yes
CosmoLex
Yes
Dropbox
No
Google Drive
No
Google Workspace
No
Microsoft Outlook
No
PCLaw
Yes
Prolegis
Yes
Soluno
Yes
Integrations
Clio
No
CosmoLex
No
Dropbox
Yes
Google Drive
Yes
Google Workspace
Yes
Microsoft Outlook
Yes
PCLaw
No
Prolegis
No
Soluno
No
Pricing Details
CAD $68.50/transaction
CAD $68.50 per transaction. No fixed-term contract is required. The vendor says cancelled deals may be reused for a live deal or have the charge removed by contacting customer service; conditional matters can be created at no cost.
Free Trial
No
Free Version
No
Pricing Details
$49 per user per month
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Prolegis Solutions
Founded
2018
Country
Canada
Website
www.prolegis.ca/convey
Vendor Details
Company Name
TCWorkflow
Country
United States
Website
www.tcworkflow.com
Product Features
Real Estate Transaction Management
Accounting
No
Appointment Scheduling
No
CRM
No
Commission Management
No
Contract Management
No
Critical Date Alerts
No
Document Templates
No
Electronic Signature
No
File Sharing
No
Task Management
No
Transaction Review
No
Product Features
Email Template Design
A/B Testing
No
Code From Scratch
No
Drag & Drop Editing
No
Image Library
No
Import HTML Code
No
Mobile-Friendly / Responsive
No
Potential Issue Identification
No
Premade Templates
No
Proofing
No
Reporting / Analytics
No
Text Editor
No
Theme Editor
No
Real Estate Transaction Management
Accounting
No
Appointment Scheduling
Yes
CRM
Yes
Commission Management
No
Contract Management
Yes
Critical Date Alerts
Yes
Document Templates
Yes
Electronic Signature
No
File Sharing
Yes
Task Management
Yes
Transaction Review
Yes
