Best Conveyancing Case Management Software (2026)

I'd start with LEAP or Smokeball for a mixed law firm, triConvey for a conveyancer already using triSearch, and Unity Conveyancer or Matter Centre for a dedicated conveyancing comparison. Actionstep needs a closer implementation discussion; InTouch needs a closer Australian fit check. Choose the matter system alongside a plan for automating conveyancing enquiries, follow-up and client communication.

Which Conveyancing Case Management Systems Are Built for Australia in 2026?

The seven tools below were checked against vendor pages on 7 November 2026. My shortlist changes with the practice's work, search provider and appetite for configuration.

All pricing descriptions are as at November 2026. Smokeball's Australian pricing page publishes those starting figures without naming the currency. LEAP, Actionstep and InTouch publish the pricing qualifications shown above.

LEAP and Smokeball for a Mixed Law Firm

LEAP's pre-configured conveyancing matters populate forms, precedents and searches from a single data entry. I'd put LEAP on the shortlist when the practice wants conveyancing inside a broader legal system.

Smokeball publishes automated contracts of sale, Section 32s and disclosure statements. Its Archie assistant drafts, reviews and answers questions inside the matter. Ask which plan supplies the conveyancing forms before comparing its starting price with a LEAP quote.

triConvey, Unity Conveyancer and Matter Centre for Dedicated Practices

triConvey combines customisable tasks, automated documents and client communication. The conditional $0 offer makes it worth pricing against the practice's actual search orders.

Unity Conveyancer publishes settlement adjustments, statements, fund direction and calculators, with templates tailored to VIC, NSW and QLD. Matter Centre publishes simultaneous matter access, installation support and starter training. Because Dye & Durham offers both, I'd ask for a side-by-side walkthrough and the development plans for each.

Actionstep and InTouch for Particular Requirements

Actionstep is my configuration option. Konekta connects third-party software to Actionstep, so the proposal needs to identify each required add-on.

InTouch publishes a client portal, Australian statements of adjustment, InfoTrack integration and Australian cloud hosting. I'd consider it where that portal appeals, then verify the settlement workflow and Australian support arrangements.

Which Tools Connect to PEXA and InfoTrack, and How Deep Do the Connections Go?

A logo on an integrations page gives me too little to buy on. I want the vendor to demonstrate what crosses from the matter into the other system.

• LEAP: its conveyancing page confirms PEXA workspace creation directly from a matter and use alongside InfoTrack.
• Smokeball: its FAQ confirms PEXA integration. Ask Smokeball to show what the PEXA connection does and whether it connects to InfoTrack.
• triConvey: its page says matter data populates verification of identity, signing and contract tools, plus PEXA/Sympli. Searches run through triSearch under the $0 offer.
• Dye & Durham: its PEXA page names Unity Search, Open Practice and Matter Centre. Its Unity Practice Management announcement describes native PEXA integration, searches and verification of identity. Ask the vendor to demonstrate the exact Unity Conveyancer package being quoted.
• Actionstep: its real-estate page names InfoTrack and GlobalX search integrations. Its PEXA listing directs setup enquiries to Konekta, whose help centre limits current functionality to workspace creation with pre-filled Actionstep data. Notifications and post-settlement features are listed as planned.
• InTouch: its Australian page confirms InfoTrack integration but does not mention PEXA.

For each demo, ask staff to create a workspace, order a search and show where the result lands. Record every step that still needs manual entry.

What Do Conveyancing Systems Cost, and How Does Search-Funded Software Work?

As at November 2026, Smokeball is the only product in this shortlist with published per-user dollar prices on its Australian site. Its Bill, Boost and Grow plans start at $59, $129 and $249 per user per month, ex GST. Optional services can cost extra; Archie is an add-on on Boost, Grow and Prosper+, without a published add-on price.

LEAP says it charges per user per month for a set term and does not publish list pricing. Actionstep says it prices per user plus implementation fees and asks you to request pricing. Unity Conveyancer and Matter Centre publish no price; InTouch publishes prices in pounds only.

triConvey's $0 software offer depends on conducting searches through triSearch. I would compare the same basket of searches and services against the practice's existing supplier, then add software and implementation charges. A conditional $0 software fee still leaves search costs to assess.

Do not assume Matter Centre has the same arrangement. Matter Centre's own page does not publish a $0 search-funded offer.

How Should a Sole Conveyancer Choose Differently from a Mixed Law Firm?

For a sole conveyancer, I'd give the daily conveyancing walkthrough more weight than the breadth of other practice areas. For a mixed law firm, I'd test whether the same system supports the firm's other matters without awkward workarounds. The Australian legal practice management software comparison covers that broader decision.

1. Choose one representative matter. Include the state's documents, searches, settlement adjustments and client communication.
2. Run the same walkthrough with each vendor. Have the person doing the work identify duplicate entry and missing steps.
3. Request a complete written quote. Include users, implementation, migration, training, searches and required add-ons.
4. Check the exit. Ask about the term, cancellation, data export and access to closed matters.

I'd shortlist two products after those checks. LEAP's set-term subscription and Matter Centre's published freedom from ongoing lock-in contracts deserve different contract questions.

What Still Needs Automating Around the Case Management System?

None of the vendor pages I checked describes chasing unaccepted quotes, replying to new web enquiries or preparing personal milestone updates with approval. Smokeball does offer an Intake add-on, and InTouch offers a client portal. Test those features before commissioning extra work.

Systems Built Around Your Workflow: Truespeak

For an Australian conveyancing practice that wants automation designed, built and run around its existing tools, with a person approving anything sensitive, Truespeak is built for exactly that.

Truespeak is founder-led by me, Sonny Hovsepian, in Sydney. Clients work directly with me. Before Truespeak I spent 20+ years in commercial roles at Optus, Samsung and Nikon, and I have built 25 working systems. Truespeak designs, builds and runs managed automation and does not sell off-the-shelf software, so it works around the case management system the practice keeps.

I'd design for conveyancing quote follow-up, client milestone updates drafted from matter status and sent after approval, and chasing missing ID and documents through intake automation.

Access needs checking first; where a tool has no usable connection, that step stays manual. A person approves sensitive matters involving money, relationships, compliance, advice or uncertainty.

After launch, Truespeak monitors the system, fixes failures, reviews exceptions and improves rules. The law firm automation page explains the work; a discovery call starts with the process the practice wants handled.