ConveyIT 2.0 proposal

01

The partnership

ConveyIT was developed around 10 years ago and has served the business well. Technology, user expectations and the way businesses operate have changed considerably since then.

The proposal: A three-year modernisation and continuous improvement partnership to develop ConveyIT 2.0, rather than simply rebuilding the application as it works today.
The objective: Preserve the business knowledge and processes built into the current system, while creating a modern platform that can keep evolving with the business.
Shared interest: It is in both parties' interests for the application to be successful.

The goal is not to recreate a 10-year-old application screen for screen. It is to design the system as it should work for the business today.

Programme

About the first 3 monthsInitial redevelopmentOne full-time developer

Project management and regular progress reviews
Review of the existing application and workflows
Modernised architecture and user interface
Redevelopment of existing functionality
Identification of processes to simplify or automate
New functionality where it provides clear business value
Any time left over pooled for new functionality

The remaining 33 monthsContinuous developmentAbout 18 hours of development a month

New features
Workflow improvements
Automation
Reporting
Integration with other systems
AI-assisted functionality
User experience improvements
Changes required as the business evolves

The application keeps improving throughout the agreement, avoiding the traditional model where a large project is completed and the software gradually becomes outdated again.

AI-assisted development

NZCS makes extensive use of AI-assisted development tools to prototype, test and build more efficiently. They do not replace the developer or project management. They allow more time for business processes, usability and solving the right problems.

02

How the LawFest release will work

The LawFest MVP is led by contract ingestion and Copilot integration. The illustrations below follow one purchase through both features.

The screens, names and figures are examples, not final designs. The detail will be shaped with ConveyIT through the sprint reviews.

Contract ingestion

Release 1

Agreement for sale and purchase of real estatePage 1 of 18

Date: 3 February 2027
Vendor: Margaret Anne Holloway
Purchaser: Kauri Point Holdings Limited
Property: 14 Rimu Grove, Whanganui
Legal description: Lot 12 DP 45821, Record of Title WN18A/442
Purchase price: $865,000 inclusive of GST (if any)
Deposit: $43,250
Finance: 10 working days from the date of this agreement
LIM: 15 working days from the date of this agreement
Settlement date: ~~12 March 2027~~ 19 March 2027MH JW

New matter from agreementConveyIT 2.0 Matter created

Property14 Rimu Grove, Whanganuip.1
Legal descriptionLot 12 DP 45821, WN18A/442p.1
VendorMargaret Anne Hollowayp.1
PurchaserKauri Point Holdings Limitedp.1
Agreement date3 February 2027p.1
Purchase price$865,000p.1
Deposit$43,250p.1
Finance condition10 working daysDue Thursday 18 February 2027p.1
LIM condition15 working daysDue Thursday 25 February 2027p.1
Settlement dateFriday 19 March 2027CheckChecked

Handwritten change: 12 March struck out and 19 March written in, initialled by both parties.

AcceptView page 1

Working days follow the agreement's definition. Waitangi Day, observed on Monday 8 February, is skipped.

Every detail links to its source Accept and create matter

Matter 27-0142 created. Purchase workflow started, with the condition dates in place.

The accepted details create the matter and start its workflow. Nothing is used until a person has reviewed it.

Illustration. Names, addresses and figures are invented examples. Hover over or tap an extracted detail to see where it appears in the agreement.

Copilot integration through the MCP service

Release 1

CopilotConnected to ConveyIT

What are the key dates on 14 Rimu Grove?

Asking ConveyIT about matter 27-0142Matter 27-0142 retrieved from ConveyIT

Here are the key dates for 14 Rimu Grove, matter 27-0142:

Finance conditionThursday 18 February
LIM conditionThursday 25 February
SettlementFriday 19 March 2027

Open matter 27-0142 in ConveyIT →

Message Copilot

Microsoft 365 CopilotWhere the question is asked

ConveyIT MCP serviceGives Copilot controlled access to ConveyIT

ConveyIT 2.0The matter, its dates and its workflow

The answer comes from the matter itself, with a link back to it in ConveyIT.

Illustration. The Copilot window is simplified and does not show Microsoft's actual design.

03

Product roadmap

ConveyIT's priorities and the anticipated timing of each release. NZCS and ConveyIT will confirm the detail and order together as the programme progresses.

Release 1LawFest MVP
February 2027

Contract ingestionA signed sale and purchase agreement is uploaded and key details are extracted with their source. A person reviews them before they are used in the matter and workflow.
MCP service integration, including CopilotGives Microsoft Copilot controlled access to ConveyIT, so users can ask about a matter from within Copilot.

See both illustrated above

Release 2Following LawFest

Forms and online signaturesOnline forms that feed information into the matter, and documents signed online.
Improved document generationMore consistent Word output, including complex settlement statements, proven on real documents that currently fail.
Communications sent directly to email, without generating a Microsoft Word documentUsers choose a template, it fills in the client and matter details, and they edit and send it. Word remains for formal documents.

Today

Generate a Word document
Open it
Review it
Turn it into an Outlook email
Send

ConveyIT 2.0

Choose a template, already filled in
Edit
Send

Later releasesDuring continuous development

Administration

Administration programme renewal
Template administration and management
Modern user interface

Work allocation

Task delegation
Work allocation in groups
Intelligent allocation

Automation and security

Workflow automation
Agents
Security, including secrets management and security frameworks

Microsoft and Google

Integration with Microsoft 365 applications
Outlook tasks and dates
Potential integration with Google Docs

Third-party integrations

Identity and anti-money laundering services
LINZ title integration
Council LIM integration
Companies Office integration

Practice management

Greater integration with practice management systems
Increased information flow

Workflows that adapt to each matter

Later releases

Today, every purchase starts with the same fixed checklist, and staff work out by hand which tasks apply. In later releases, ConveyIT could use what it already knows about a matter to set up the right workflow. In this example, a company is buying the property. ConveyIT recognises the company from the agreement, looks it up on the Companies Office register, and adjusts the checklist: it adds the tasks a company purchase needs, assigns them by role and sets aside the ones that don't apply.

Matter 27-0142 · Purchase of 14 Rimu GroveConveyIT 2.0

Client

PurchaserKauri Point Holdings LimitedAgreement

Client typeIndividualCompanyTrustEstate

Companies OfficeSearching the registerRegistered company. Record retrieved.

DirectorsJane Whitaker
Aroha RangiFor review

ShareholdersJane Whitaker, 50%
Aroha Rangi, 50%For review

Workflow: fixed checklist

Identity and AML checks
Review conditions
Trust or estate documents
Prepare settlement statement

Workflow: adapted to this matter

Identity and AML checksJane Whitaker and Aroha RangiUpdatedConveyancer
Confirm who will sign for the companyAddedLawyer
Finance conditionDue Thursday 18 FebruaryConveyancer
LIM conditionDue Thursday 25 FebruaryConveyancer
Prepare settlement statementConveyancer
Trust or estate documentsNot needed

The workflow adapts. Tasks that apply are added and assigned by role, and tasks that don't apply are set aside.

Illustration of later-release capability. Companies Office integration, workflow automation and intelligent allocation are on the roadmap. Their detail and timing will be agreed with ConveyIT.

Review of current technology

End-client communication solutions, including email and text messaging
Evaluate retirement of Softtrix
Evaluate retirement of TX Control

Longer-term direction

Consider whether ConveyIT should evolve into an orchestration hub, supporting information sharing between law firms and end-to-end tracking through the conveyancing process.

04

Architecture and integration

ConveyIT 2.0 will use a modern, service-oriented architecture based on ASP.NET Core and the Microsoft technology stack.

Web applicationMatters, workflows, documents and administration

Services on ASP.NET CoreBusiness rules, date calculations, document generation, background jobs and the MCP service

DataDatabase, file storage and securely managed credentials

Connected services, each through its own adapter

AdapterPractice management systems
AdapterMicrosoft 365 and Copilot
AdapterLINZ, councils, Companies Office
AdapterE-signing, identity and AML
AdapterAI provider

Each connected service has its own adapter, so new integrations can be added or changed without significant redevelopment.

Expected tools

Backend	ASP.NET Core
Frontend	Angular and TypeScript
Database	SQL Server initially, the closest fit with existing code and data
Documents	Templates written in Microsoft Word, with documents generated on the server
Security	Microsoft sign-in, with credentials held in a secrets manager such as Azure Key Vault
AI and hosting	Chosen after current testing, and a review of data-handling terms and running costs

Reusing existing code

The Microsoft stack allows existing business logic to be reused where practical, after porting and retesting. The current web pages and desktop administration components will be rewritten.

Practice management integration

The market: Vendors are adding their own automation and AI. ConveyIT's strength remains dependable New Zealand property workflows, maintained legal content and less retyping.
Source of truth: ConveyIT works alongside these systems, with the practice management system as the primary source of truth.
Less re-entry: ConveyIT 2.0 retrieves more information to avoid duplicate entry, with two-way integration considered system by system.
Smaller firms: Firms without a comprehensive practice management system are still supported.

05

Project plan to LawFest

The target is a minimum viable product available for demonstration at LawFest in February 2027, led by contract ingestion and Copilot integration.

On acceptanceWork begins, with sample documents and a Microsoft 365 test environment arranged
Within 30 days of acceptanceMilestone 1: a sample agreement is uploaded, with extracted details reviewed beside their source
Late January 2027Milestone 2: accepted details create a matter and workflow in ConveyIT 2.0, and Copilot answers questions about that matter
February 2027LawFest: MVP demonstration, with recordings available

The two milestones let ConveyIT assess progress and delivery confidence before LawFest. Their dates are provisional.
ConveyIT can attend fortnightly sprint reviews throughout this period.

06

Transition

Customers will move from the current product to ConveyIT 2.0 over time, with both products running during transition.

Familiar behaviour: ConveyIT 2.0 will support existing workflows and precedents, with configuration options that preserve familiar user behaviour.
Managed templates: ConveyIT's managed-template service stays in place, with customers requesting changes and ConveyIT staff managing the templates.
Pilot first: A pilot firm proves a complete journey before wider rollout.
One firm at a time: Each firm's migration is rehearsed and checked before the real move.
One system in charge: One system owns each firm's records and background jobs at any time, preventing duplicate messages and overwritten matters.

Data conversion

Conversion covers more than the database:

Records
Matter files and documents
Workflows
Precedents and legal definitions
Firm settings
Users and permissions
Links to practice management systems
Background jobs

The scope will be sized after reviewing the current schema, data volumes and files. The migration approach, including how active matters are handled, will be defined with ConveyIT.

07

Cost and support

Development programme

$6,230 + GST

per month for 36 months

Initial redevelopment, full-time development during the initial phase, project management, ongoing monthly development and continuous improvement.

Level 2 application support Recommended alongside

$800 + GST

per month, fixed

Service desk access and technical support from the team that builds and maintains the application.

A predictable monthly service, with no significant upfront development cost. NZCS invests in the initial engineering work.

Not included in these figures

Hosting and infrastructure, including running both products during transition
AI usage

Microsoft Copilot licences for firms
Third-party services, such as e-signing, identity and AML, title, LIM, text and email services

Application support

Hours: Service desk, 8am to 5pm, Monday to Friday
Visibility: Tickets visible through the service desk portal
Scope: Issues that need deeper investigation than first-line support can provide
Same team: The team that develops the application maintains it, without relying on a separate software vendor

SQL Server management and optimisation

NZCS will manage the SQL Server environment supporting the application, with regular oversight of:

Database health
Performance
Backup status
Database growth
SQL Server configuration
General database optimisation

The outcome

A modern and maintainable software platform
Improved workflows and reduced manual processes
New opportunities for automation

Ongoing application support
A managed and optimised database platform
A system that keeps evolving as the business changes

Rather than another large redevelopment every 10 years, this creates an ongoing development partnership around one of the business's core systems.