Conveyancing is complex.
Sophia keeps it together.
Sophia is your office’s command centre. Process files, track your work, and document every detail in a system you can customize to fit your practice.
Sophia's features at a glance
A system that adapts to you
Build workflows around your process
Sophia doesn’t force you into a rigid template — it adapts to how your office actually works.
Customize each step of your workflow with fields, prompts, labels, and action buttons that match your process from intake to reporting.
Create client reminders, prompt staff to send specific documents, and keep your digital workflow aligned with how your office actually operates.
Whether you’re noting a verbal conversation, recording that a client was advised of a potential issue, or flagging key details that could affect closing, Sophia makes it easy to document important context — while you work.
A dashboard that shows you what matters
See everything that matters in one place — customizable file listings, incoming emails, office messages, and open tasks — so nothing slips through the cracks.
Start each day with a clear plan. Track what’s pending, what’s assigned, and what needs attention across your files, so you know where to focus first and what’s coming next.
Handle emails and office messages directly from the dashboard. Messages are automatically mapped to the correct file, so you’re never wasting time digging through inboxes or folders to find what you need.
Connect your inbox to your workflow
Keep your email organized and connected — messages and attachments can be quickly mapped to the right file as they come in.
Once mapped, emails stay part of the file’s record, so important details aren’t missed, buried in an inbox, or forgotten during a review.
Turn messages into tasks, assign follow-ups, or set reminders — all without forwarding or switching between systems.
By centralizing email within your workflow, Sophia helps maintain a complete, accessible record of every conversation and decision.
File-based collaboration made simple
A complete communication history is built into your workflow — no more saving emails manually, scanning sticky notes, or tracking conversations across disconnected systems.
Record notes, internal messages, comments, and decisions directly in the file, so your team stays aligned and every detail is easy to find.
Anyone in the office can quickly see what’s been done, what’s been discussed, and what still needs attention — without having to ask around or dig through a physical file.
When updates and conversations live in the file, the whole team can stay informed, contribute effectively, and work without second-guessing.
Turn file tracking into ready-to-use reports
Month-end doesn’t need to mean extra hours. Sophia turns your tracked files into clean, accurate reports you can use for compliance, accounting, or internal reviews.
Whether you're pulling TAF and TIF totals, preparing PST summaries, or checking on monthly revenue, reports are just a few clicks away.
You can also use reports to catch issues before they become problems — like spotting upcoming closings without appointments or incomplete files at risk of missing a costly deadline.
Reports don’t just show what’s happened — they help you see where your work is coming from, which clients return most often, and how referral and file patterns can support your business growth.
Trust accounting built into your workflow
Trust entries don’t have to be an afterthought or a separate process. With Sophia, trust accounting is built into your workflow, so entries are added as you work — not after the fact.
You can create disbursements and deposits from the same place you manage your files, with client names, amounts, and dates pulled directly from the file data.
Default rules and templates help your team stay consistent, and built-in checks reduce the risk of errors or missed steps.
When it’s time to reconcile or report, every trust transaction is already documented and tied to the correct file — no scrambling, no guesswork.
Why Sophia?
What a real system should solve
When files are tracked across sticky notes, spreadsheets, inboxes, and memory, it’s only a matter of time before something gets missed. In conveyancing, even one missed detail can cost time, money, and a lot of stress.
You can stop guessing what work has been completed and what is still outstanding. With Sophia, everything is in one place so your team knows what’s been followed up on, what’s still needed, and who handled what. No more guessing what was needs to be done, chasing details, or repeating work.
Clients expect you to keep everything on track. And if something goes wrong, your office often gets blamed even when it was someone else’s mistake. Sophia helps you protect yourself with a clear record of what was said, when, and what steps were taken, so you’re never left trying to prove you did your job.
You’ll have one reliable and complete system that keeps your office organized — and the confidence to back up your work if anything is ever questioned.
Pricing
The cost of peace of mind
Transmission
$19/File +tax
Sale
$89/File +tax
Transfer/Refinance
$139/File +tax
Fees apply after client intake is confirmed and processing begins, not when it’s first created.
No setup fees, minimum usage requirements, or long-term contracts.
Our Approach
We don’t just set you up,
We set you up for success
A lot of systems give you a login and a checklist. We take a different approach. From our first conversation to your full launch, we work with you to make sure Sophia fits your workflow, supports your team, and gives you the long-term control you’re looking for.
A conversation, not a pitch
We start by learning what your office is looking for and what’s not working in your current system.
We’ll walk you through how Sophia works, show a few things in action, and answer questions honestly.
No pressure, no rush. Just a clear understanding of what we offer.
You decide if it’s worth trying
After that first conversation, you take a bit of time to think about whether Sophia seems like a good fit.
If you're ready to try it, we’ll dot our i’s and cross our t’s, just to have the green light to get started.
We set up your system with real data
If you choose to move forward, we’ll ask for a bit of info to get your account set up.
If you’re switching from another system, we’ll also bring in some of your past file data and accounting records.
That way, when you first log in, things already feel familiar and not like you’re starting from scratch.
We give you a proper walkthrough
After your setup is ready, we’ll meet again for a full walk-through.
This isn’t a generic training. We’ll show you your actual data and processes in the system so it feels relevant right away.
You can explore and test things out while we’re there to guide you.
We refine it to suit your office
As you start to use the system, there will be things you want to change. That’s expected.
Whether it’s rearranging a workflow, renaming steps, or adjusting how tasks are tracked, we’ll make sure it feels natural to your team before we move on.
You won’t be left figuring it out on your own.
We don’t disappear after onboarding
Once you're comfortable, we step back but not out.
We check in now and then to make sure things are still working for you and to gather feedback that helps shape future updates.
If anything ever needs adjusting, we’re easy to reach and happy to help.
Frequently Asked Questions
Get the answers you need today.
Yes. The trial includes 30 days of access up to 10 conveyancing files. We’ll be available to assist with any questions throughout the trial, and before it ends, we’ll reach out to help you decide whether to continue with Sophia or securely delete your account.
No, you’ll still have your existing email provider (e.g., Gmail or Outlook), but instead of organizing emails into folders on that system, you’ll sort and manage them directly in Sophia. This centralizes your workflow, linking emails to the appropriate file without duplicating effort. While you could continue using folders in your email client, it would defeat the purpose of streamlining your process with Sophia.
Sophia can work alongside your current system for historical data while managing all new transactions, or we also offer data migration options to bring in your past records.
You can keep less paper in your files by tracking progress and tasks digitally, eliminating manual notes and checklists, and removing the need to have the file in hand to review it.
Yes. Sophia is designed to be flexible so it's possible to customize the system to match closer to how your office operates.
Customize data entry menus, reorder file processing steps, add unique checkpoints, automate file billing, create your own summary reports, automate calendar reminders — really anything your office needs to match your existing (or better yet, improved) workflows.
Sophia automates key conveyancing tasks, manages communications, tracks file progress, and integrates data. There's a lot of variation in how that workflow can be structured. If you have a specific need, we are eager to build a solution so Sophia can address it.
Sophia isn’t just a file tracker or document generator—it’s a fully integrated office solution. It consolidates tools, automates tasks, reduces errors, and saves significant time. This means the same level of staff can handle more work, and increase throughput without sacrificing quality and diligence.
Still have a question?
Sophia doesn't bite and neither do we! Our team is available to chat with you.
