Settlement Reminders

Never miss a conveyancing deadline again

Customisable reminders

Create custom lists for your clients based on their specific needs and requirements.

Automatic adjustments

Our plugin automatically adjusts for weekends and public holidays, so you never miss a deadline.

Printable PDF checklist

Generate a printable checklist that you can put in the front of the file, for easy access to important dates and tasks.

About

Save time, reduce the risk of penalties, and protect yourself from potential liability.

With Settlement Reminders, you can automate your conveyancing tasks and stay on top of your client's matter with ease. Our Outlook plugin generates reminders based on standard or custom configurations, so you can focus on your work instead of worrying about dates and penalties.

  • Choose from a pre-configured list for your state or create your own custom list for yourself or your business.
  • Our plugin generates automatic reminders for all the key dates in your conveyance, taking into account weekends and public holidays.
  • Create individual configurations based on whether your transaction is a sale or purchase, and is strata or non-strata.

Settlement Reminders is a seamless, efficient solution for managing conveyancing deadlines within Outlook. Its simple, powerful interface offers tailored configurations for each transaction type. By organising your conveyancing transactions, it reduces risk and improves efficiency. Check out our demo to see how Settlement Reminders can transform your workflow.

Request access

Simplify Conveyancing with Efficiency & Precision

Experience the ease of managing crucial dates with Settlement Reminders

  • User-friendly Interface: Designed with simplicity and convenience in mind, allowing you to manage all your key dates effortlessly.
  • Automated Reminders: Set it and forget it. Our plugin takes over the task of remembering key dates so you don't have to.
  • Tailored Configurations: Customise reminders based on the specific requirements of each transaction, be it a sale or purchase, strata or non-strata.
  • Public Holiday Awareness: Intelligent recognition of weekends and public holidays ensures no false alerts on non-working days.
  • Seamless Integration with Outlook: Our plugin dovetails with your existing email system for smooth operation and easy access.

Benefits

Settlement Reminders can increase your productivity, give time back to you and your team, and reduce risk for you and your clients.

Increased Productivity

By automating the management of important dates, you save time and can focus on other crucial aspects of your work.

Reduced Risk of Penalties

Avoid costly penalties associated with missed deadlines by using our automatic reminder system.

Improved Compliance

Our system helps ensure you're always on top of legal and contractual deadlines, promoting better compliance.

Ease of Use

With an intuitive interface and seamless Outlook integration, you can start using Settlement Reminders with minimal setup.

Flexibility

Customise your reminders to fit your specific needs, whether you're dealing with a property sale or purchase, and whether the transaction involves strata or non-strata property.

Peace of Mind

With Settlement Reminders, you can rest assured that important deadlines won't be missed.

Try Settlement Reminders

Settlement Reminders is currently in private preview. If you're interested in trying Settlement Reminders, you can request access to become part of the private preview.

Request access

Pricing

Settlement Reminders is currently in private preview and is not yet available for commercial licensing. However we will have a public release available soon with pricing tiers to suit every need.

Individual

$8.33 / month per user

Billed annually, or $10/month

  • 1 user
  • Access to all features
  • Email support
  • Premium support

Large Team

$5.00 / month per user

Billed annually, or $6/month per user

  • 11+ users
  • Access to all features
  • Email support
  • Priority support

Enterprise

$ custom / month per user

Bespoke pricing


  • Unlimited users
  • Access to all features
  • Access to preview features
  • Priority support

Frequently Asked Questions

We appreciate your interest in Settlement Reminders and understand you may have questions. To help, we've compiled this list of frequently asked questions. If your question isn't answered here, don't hesitate to contact us.

  • Is my data secure?

    Your data is only ever saved to your Outlook calendar - Settlement Reminders does not store any copies of your data. We use encryption to ensure your data is encrypted in transit.

  • If a scheduled reminder falls on non-business day, Settlement Reminders will automatically adjust it to an appropriate business day, either before or after the non-business day it falls on. For example, if a reminder is scheduled for Easter Monday, it will be moved to either the Thursday immediately before Good Friday or the following Tuesday, depending on how the reminder is configured.

  • Yes. The list of reminders is previewed to you before you save them to your calendar. You can either set a specific date, or change the relation to the reference date (e.g. number of days before settlement). You can also change the text of the reminder before saving, and once it's saved, you can change it in your Outlook calendar.

  • Settlement Reminders provides you with defaults for your state or country based on applicable legistlation (note: only NSW is available during the private preview, but you can create your own). You can create your own lists of reminders, either from scratch or by copying your state or country defaults. It is 100% customisable and flexible to suit your needs (even outside of conveyancing).

  • Settlement Reminders is designed to work with your Microsoft 365 account's time zone settings. If your account is configured to use a different time zone to your own, Settlement Reminders will use that time zone to schedule reminders. For example, if you are in Sydney but your account is configured to use Perth time, Settlement Reminders will schedule reminders based on Perth time.

  • Settlement Reminders is specifically built as an Outlook plugin for customers on the Microsoft 365 (Exchange Online) platform. We do not support other email platforms at this time.

  • There is no mobile app for Settlement Reminders. Settlement Reminders is built as an Outlook plugin and is designed to be used on a desktop or laptop computer.

Request access

Settlement Reminders is currently in private preview. If you would like to participate and give feedback on early versions, fill in the form below and we will get in touch.

Note: Default configuration is only available for NSW during the private preview. You can still use Settlement Reminders, but you will have to configure your reminder lists yourself.

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