Conveyancing Questionnaire

Gather a client's history with property transactions and their expectations for a conveyancer, helping firms tailor pricing and service.

Use this template

In the Claude connectors directory

Property Address

Have you ever purchased or sold a property before?

Yes No

If so, did you use a conveyancer or solicitor?

Yes No Not applicable

How did you hear about your solicitor/conveyancer?

Referral Online search Advertisement Other

Would you try another provider for conveyancing services in the future?

Yes No Maybe

Are you likely to purchase or sell a property in the next 6 months?

Yes No Maybe

If a conveyancing transaction for either a house or apartment was priced at $1,000.00, would you say it is:

Too expensive Reasonable A bargain

What would be your preferred payment method?

Credit card Bank transfer Cash Cheque

The Rules governing electronic settlement require checking and verifying your identity in a face-to-face appointment. What would best suit your situation?

In person at the office Identity check at the post office Video call verification

In which suburb do you live?

Is the location of your conveyancer of importance to you?

Yes No

Can you provide any other advice/feedback about your expectations from a conveyancer?

Additional Comments

Name

First Name

Last Name

Email

Phone Number

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