AI-assisted conveyancing · South Africa

Property transfers with less chasing, fewer surprises, and clearer status.

A demonstrator for a conveyancer-hosted transfer portal. Clients submit details and documents through the firm’s website. The AI layer extracts facts, builds checklists, tracks third parties, and gives the conveyancer a management-by-exception dashboard.

POPIA-aware document handling Human conveyancer approval Audit trail by design

Your transfer status

72%

4 items need attention before lodgement readiness.

OTP captured FICA partial Trust resolution missing Rates clearance waiting

End-to-end workflow

From signed offer to registration

The portal mirrors the research workflow: OTP intake, FICA, suspensive conditions, rates/levy/HOA, SARS, signing, lodgement, Deeds Office examination and final accounting.

Quote calculator

Get a transparent conveyancing estimate

A fast pre-instruction flow inspired by modern online conveyancers: clear legal fees, likely transfer duty, disbursements and a direct path into the secure transfer portal.

Demo quoteBuying · Sectional title · Bonded

Tell us about the transaction

Demo note: this is a product estimate, not legal/tax advice. A practising conveyancer must confirm fees, VAT, transfer duty, disbursements and unusual matter risks.

Customer journey

Start your conveyancing journey

Hosted on the conveyancer’s website. The client is guided through service selection, matter facts, document upload and a plain-English status report.

1. What can we help with?

Select the service. The checklist changes depending on your answers.

2. Your details

The portal collects the minimum useful information and lets the AI infer the rest from documents where safe.

3. Upload documents

For the demo, these upload cards simulate secure document intake. The Offer to Purchase card triggers an AI extraction preview with source-style citations.

AI intake preview: documents will be renamed, classified and checked for missing pages, expiry dates and mismatched names.

4. AI intake result

The portal explains what was extracted and what still needs attention before the conveyancer proceeds.

5. Customer status report

A plain-English report clients can revisit from the conveyancer’s website.

Customer status monitoring

Your transfer dashboard

Designed for buyers/sellers/agents: simple status, clear blockers, next actions and expected dependencies.

Matter HH-4821Erf 4821 Cape Town

What happens next?

Estate-agent / referrer view

Referral dashboard without exposing private documents

Agents need confidence and visibility, but not every FICA document or private legal note. This view shows milestone progress, blockers, next chase actions and referral performance.

AgentCape Atlantic Realty
Active referrals113 awaiting client docs
Average response time3hto client upload requests
At-risk transfers2deadline or clearance risk
Client rating prompt4.8★post-registration survey

Referral pipeline

Safe status detail

Agent-ready update

A shareable summary that avoids private documents and legal advice.

Conveyancer journey

Actioning dashboard

For the attorney/paralegal team: monitor every matter, review AI findings, approve communications, and produce lodgement readiness reports.

Today18 active transfers · 7 exceptions
Pre-lodgement health72%HH-4821
Admin time saved8.5hestimated on this matter
Blocked items4needs human action
Client queries prevented12via status portal

Matter pipeline

Exception queue

AI surfaces issues; conveyancer decides.

Document intelligence

Draft communications

Lodgement readiness report

Click “Generate readiness report” to prepare the conveyancer review summary.