Conveyancing - Building Contract SA

This article will show you how to:

• Create a new Building Contract matter
• Add Builder Licence Details
• Add Mortgagees Details
• Add Property Details

To create a new Building Contract matter, follow the steps below:

1. Click New Matter from the Home Screen
2. Select State: SA
3. Select Matter Category: Conveyancing 
4. Select Matter Type: Building Contract
5. Click Owner or Builder
   
6. Enter the parties, including all relevant details. To add an additional party, such as the Owner, right click on the Owner and select Add Owner.

7. Select Licence Details to enter the Builder Licence Details. 
   
8. Select Details under Mortgagees Contact to enter the Mortgage Details. 
   
9. Select Property Details to enter the Property Information and enter the Address and Title Particulars.
   
10. To add Uncommon Contacts to your matter, open the Matter Settings and select the appropriate contact from the Parties & Data available for your matter. You can add details for the following uncommon contacts:
    • Real Estate Agent
    • Accountant
    • Previous Solicitor
    • Additional Contact