Lawyers & Conveyancers

Consults, matters and engagement letters for small legal practices

A matter runs for months through stages, documents and sign-offs. That is a job, and it is exactly what Trimsy tracks.

Sound familiar?

The frustrations of running a lawyers & conveyancers business

Initial consult enquiries that are never followed up

Engagement letters printed, signed, scanned and emailed back

No single view of where each matter is up to

Documents requested from clients over and over by email

What Trimsy does for you

Everything your business needs, nothing it doesn't

Matters as jobs

Your own stages — engaged, documents received, lodged, settled — so anyone can see where a matter stands.

Engagement letters, e-signed

Send a costs agreement or engagement letter for signature with a full audit trail. No per-signature fees.

Document requests through a portal

Ask the client for ID and paperwork through their portal, see at a glance what is still missing, and get reminders before anything on file expires.

Fee invoicing

Bill fees and disbursements as GST invoices, and chase what is overdue automatically.

Trimsy manages matters, client communication and fee invoicing. It is not a trust accounting system — trust money must stay in software built and audited for it.

Getting started

Up and running in minutes

1

Sign up and set up in minutes

Create your Trimsy account, add your services, team members, and business hours. Your booking page is live immediately — no technical setup required.

2

Share your booking link

Add the booking link to your website, Google Business profile, Instagram bio, or email signature. Clients start booking instantly from any device.

3

Manage everything from your dashboard

View upcoming bookings, live queue, staff schedules, and today's revenue from one screen. Get notified instantly when new bookings come in.

4

Reminders go out automatically

SMS and email reminders fire automatically at the right time before each appointment. No action required from you — just fewer no-shows.

5

Get paid and track your business

Process payments at point of service, generate receipts automatically, and check your financial reports any time. Know exactly how your business is performing.

Platform capabilities

Built on an industry-leading platform

Online booking
Walk-in queue management
SMS & email reminders
Staff & roster management
POS & payments
Financial reporting
Client history
Loyalty rewards
Branded website
Mobile-friendly kiosk
Push notifications
Multi-location support

14 days

Free trial, no card

< 5 min

Setup time

24/7

Online booking

Ready to streamline your lawyers & conveyancers?

Join the Australian service businesses using Trimsy to manage bookings, queues, staff, and payments — all in one place.

No credit card required · Cancel any time