Launching a new conveyancing practice at the beginning of 2022 is not for the faint hearted. However, when Julie West Conveyancing combined its 40 years of industry knowledge with the all-in-one conveyancing software solution, triConvey, it was a match made for success.
Julie West Conveyancing (JWC), Sydney, was launched in March 2022. The practice was met with support from the industry, helping owner and licensed conveyancer, Julie West, quickly establish a foothold in her solo venture.
“I pride myself on providing an excellent service, I’ve been doing it for a while and it’s my passion. Using my name for the business means referrals and past business affiliates have been able to find me easily,” Julie said.
“As with anything new, there will always be challenges, but after my time in the industry, it was a challenge I was up for.”
Having used a variation of Software and Search platforms, Julie was seeking a new solution to accompany her plans for solo success when she opened her practice.
While searching for her conveyancing tech solution, Julie received referrals from industry colleagues, urging her to consider triConvey. Deciding to listen to her colleagues’ advice, she quickly learned it was the correct decision for her business.
“When I was looking at starting out on my own, I spoke to a few of the colleagues who said I should give triConvey a go. I thought why not, a new beginning and a new start means I can undertake a new software,” she explained.
“I liked the idea of what triSearch was trying to achieve, and I’ve really enjoyed it and found that it’s easy to use.
“My transition with triConvey felt easy, I was starting out as a sole practitioner while learning a new software, so I needed occasional help. But that wasn’t a problem as the support team were always contactable if I had questions.”
Key to solo success for Julie West Conveyancing
As a solo practitioner and with business increasing for JWC, Julie needs to maintain an efficient and quick turn-around for her workflow. It is here where her partnership with triSearch is best utilised.
She said: “I really like the initial start-up of a new matter. Having the particulars shown when I enter the address before I create the matter and then have them populate throughout the workflow is helpful.
“For a sale file, I like that the vendor details populate into the matter card when its created so I can get searching straight away.”
In addition to the initial stages of opening a matter, Julie also finds key integrations to be a crucial benefit to her workflow.
“The integration is helpful too. I like that it integrates with Outlook and recognises which email a file is related to and saves it back into the matter,” she added.
“I also find that your precedents and the integration with word to be easy to use as well.”
Having become proficient in triConvey herself, Julie is now a confident brand ambassador for triConvey, saying: “I’d recommend it to all my colleagues looking to change or wanting to try something new. It’s very simple to use and an easy transition as well.”
As part of this Client Spotlight, you can follow Julie’s advice by booking a free demonstration to see how triConvey can help you succeed, today.