The Best ChatGPT Prompts for Conveyancers (Client Emails, Deadlines, Docs)

Conveyancing is a document-heavy, deadline-driven profession where clear communication and attention to detail are paramount. ChatGPT can help conveyancers save hours each week by automating routine communications and document processing.

In this guide, we'll share practical ChatGPT prompts that conveyancers can use immediately to improve efficiency and client communication.

1. Client Welcome Email Prompt

Create personalized welcome emails for new clients:

You are a professional conveyancer in Australia. Write a warm, professional welcome email to a new client named [CLIENT_NAME] who is [BUYING/SELLING] a property at [PROPERTY_ADDRESS]. 

Include:
- Welcome and confirmation of engagement
- Next steps in the process
- Required documents they need to provide
- Expected timeline
- Contact information for questions

Keep it friendly but professional, around 150-200 words.

2. Document Request Follow-up

Automate follow-up emails for missing documents:

Write a polite but firm follow-up email to a client who hasn't provided required documents for their conveyancing matter. 

The missing documents are: [LIST_DOCUMENTS]
Original request was sent: [DATE]
Current deadline: [DEADLINE]

Tone should be professional but urgent, emphasizing the importance of timely document submission for settlement.

3. Settlement Update Email

Keep clients informed about settlement progress:

Write a settlement update email to a client with the following details:
- Settlement date: [DATE]
- Current status: [STATUS]
- Outstanding items: [LIST]
- Next steps: [STEPS]
- Any concerns or delays: [DETAILS]

Make it clear, informative, and reassuring. Include specific dates and actions required.

4. Document Review and Summary

Use ChatGPT to review and summarize complex documents:

You are a conveyancing expert. Review the following [DOCUMENT_TYPE] and provide:

1. Key points and important details
2. Any potential issues or concerns
3. Required actions or follow-ups
4. Timeline implications
5. Client communication points

Document: [PASTE_DOCUMENT_TEXT]

Format the response in clear, bullet-pointed sections.

5. Deadline Reminder Email

Automate deadline reminders for critical dates:

Write a deadline reminder email for a conveyancing matter with these details:
- Matter: [PROPERTY_ADDRESS]
- Deadline: [DATE]
- What's due: [REQUIREMENT]
- Consequences of missing deadline: [IMPACT]
- Contact information for questions

Make it urgent but professional, emphasizing the importance of meeting the deadline.

6. Settlement Completion Email

Send professional completion emails:

Write a settlement completion email to a client with these details:
- Property: [ADDRESS]
- Settlement date: [DATE]
- Completion status: [SUCCESSFUL/PENDING]
- Next steps: [KEYS_TRANSFER, DOCUMENTS, etc.]
- Contact for future matters

Make it celebratory but professional, confirming successful completion and providing clear next steps.

7. Client Query Response

Handle common client questions professionally:

You are a conveyancing expert. Answer this client question professionally and clearly:

Question: [CLIENT_QUESTION]

Provide:
1. Clear, simple explanation
2. Relevant legal context (if applicable)
3. Next steps or actions required
4. Timeline expectations
5. Contact information for follow-up

Keep it under 200 words and avoid legal jargon.

8. Document Checklist Generator

Create customized document checklists:

Create a comprehensive document checklist for a [BUYER/SELLER] in a conveyancing matter with these details:
- Property type: [HOUSE/UNIT/COMMERCIAL]
- State: [NSW/VIC/QLD/etc.]
- Special circumstances: [FIRST_HOME_BUYER, INVESTMENT, etc.]

Include:
- Required documents
- Where to obtain them
- Timeline for submission
- Consequences of missing documents
- Contact information for questions

9. Settlement Day Instructions

Provide clear settlement day guidance:

Write settlement day instructions for a client with these details:
- Settlement date: [DATE]
- Settlement time: [TIME]
- Property address: [ADDRESS]
- Client role: [BUYER/SELLER]
- Special requirements: [BANK_TRANSFER, KEYS, etc.]

Include:
- What to expect on settlement day
- Required actions from the client
- Contact information
- What happens after settlement
- Emergency contact details

10. Post-Settlement Follow-up

Maintain client relationships after settlement:

Write a post-settlement follow-up email to a client with these details:
- Property: [ADDRESS]
- Settlement date: [DATE]
- Client satisfaction: [FEEDBACK]

Include:
- Confirmation of successful settlement
- Important documents and records
- Next steps (keys, utilities, etc.)
- Future service offerings
- Request for feedback or referrals
- Contact information for future matters

Implementation Tips

To get the most from these prompts:

1. Customize for Your Practice

• Add your firm's specific terminology and processes
• Include your contact information and branding
• Adapt to your state's specific legal requirements

2. Create Templates

• Save successful prompts as templates
• Create variations for different scenarios
• Build a library of approved responses

3. Review and Refine

• Always review AI-generated content before sending
• Check for accuracy and completeness
• Update prompts based on client feedback

Time-Saving Workflow

Here's how to integrate these prompts into your daily workflow:

Morning Routine (15 minutes):

• Review overnight emails and inquiries
• Use ChatGPT to draft responses to common questions
• Generate deadline reminders for the day

Document Processing (30 minutes):

• Use ChatGPT to review and summarize incoming documents
• Generate document checklists for new matters
• Create client update emails

Client Communication (20 minutes):

• Draft personalized client emails
• Generate settlement updates
• Create follow-up sequences

Real Results from Conveyancing Firms

Here are actual results from firms using these prompts:

Getting Started

Ready to implement these prompts? Here's your action plan:

1. Choose 2-3 prompts to start with (welcome email, document request, settlement update)
2. Customize the prompts with your firm's specific details and processes
3. Test with sample data to ensure the outputs meet your standards
4. Implement gradually with a few clients before rolling out widely
5. Collect feedback and refine the prompts based on results

Need expert help implementing these ideas? Visit our AI automation services.