Practical, Safe Uses you can Implement Today

Part 3 of the 5 part series: Future-Proofing Your Conveyancing Practice

AI has exploded across the legal and property sectors — but many conveyancers still aren’t sure how to use it safely, or whether it creates compliance problems.

The good news?
Used correctly, AI can significantly speed up workflows, reduce admin, and improve client communication — without risking privacy or breaching professional obligations.

Here are the practical, real-world uses we are seeing NSW conveyancers adopt right now.

Useful, Safe AI Applications for Conveyancers

Summarising lengthy documents

AI can instantly extract:

• Key dates
• Special conditions
• Risks or red flags
• Unusual clauses

This is especially helpful for:

• Contracts of sale
• Strata reports
• Pest/building reports

Drafting client-friendly explanations

AI can help you:

• Rewrite complex clauses into plain English
• Prepare tailored client updates
• Format instructions clearly
• Generate FAQ-style responses

Creating workflows, checklists and templates

AI excels at:

• Drafting operational procedures
• Building settlement workflow templates
• Documenting office processes

Automating repetitive admin

Examples:

• Chasing missing documents
• Generating email follow-ups
• Creating standard letters
• Drafting settlement reminders

Where AI Must Be Used Carefully

There are some risks that conveyancers need to manage:

1. Uploading client documents to public AI tools: If you paste a contract or ID document into a public AI system, you may be breaching privacy, AML/CTF obligations, and (potentially) cyber insurance terms.
2. Relying on AI for identity verification: AI can assist, but cannot replace legally required verification steps.
3. Risk of summarisation errors: Always review AI-generated outputs. There have been plenty of press reports where this didn’t happen, sometimes in documents from high-profile organisations who should know better.

How to Use AI Safely in a Conveyancing Practice

1. Use a private, or business-grade AI platform to ensure there is no model training taking place on your data, no external access, that all transmission is encrypted and that there are data residency controls in place.
2. Remove client identifiers where possible, for example: instead of uploading a full contract, provide the section that you want to review or summarise.
3. Create an “AI usage policy” for your firm, this will also support AML/CTF compliance.
4. Train staff in best practices and safe limitations

Final Thoughts

AI isn’t replacing conveyancers — but conveyancers who don’t adopt AI will be at a disadvantage. Thoughtful, secure AI usage can save hours per matter, reduce admin load, and improve communication quality.

If you want help rolling out safe, compliant AI tools in your firm, we can assist with planning, platform setup, training and secure governance.