InfoTrack one flow conveyancing FAQs
General
In it’s current iteration, the workflow is available in NSW, with plans for expansion.
In it’s current iteration, the workflow is available for LEAP users, with plans for expansion.
There are no costs to use the workflow. Charges apply to the products and services that you use within it.
Your matter name and your client name/s, email, and phone numbers. The more information you have in your matter, the more details that will map into the workspace.
Our one conveyancing workflow provides complete flexibility, so you can use one or all the products available within the workspace. To get the full benefits, including data mapping for less manual entry, we recommending using the workflow from start to finish and use all products.
You can create a sale matter without ordering a title search by selecting ‘continue with verified details only’ on the ‘confirm property details’ page. If you proceed to order a Contract of Sale it will use the original title search, so you don’t have to order a new one.
Yes you can, although you may not have all the benefits of data mapping and may need to manually key in data.
You can still use all the certificates and services used within the new workflow to complete your transaction as they will still flow into your PMS matter.
If the party details you have in LEAP match the sales advice, then it will use the existing contact card. If its different, the actions panel in the workflow will show a data conflict notification and you can update LEAP to match the sales advice.
Not currently, but this is something we would like to implement in the future.
Client Onboarding
Yes, both the sale and purchase matters have the ability to create client onboarding forms via the new consumer portal.
There are no costs to brand the client portal. Simply upload your firm’s logo from your Account Settings > Firm Detail within your InfoTrack account.
Yes, you can select questions on the intake form to be required. This can be done when setting up a new questionnaire or updating an existing one.
Contract Preparation
Access to this workflow is not restricted based on file size of a contract.
PDF and Word documents can be uploaded into the Contract of Sale from the LEAP file.
The completion date is available to populate the contract from either the ‘Length of Contract’ or ‘Other date for completion’ fields in the LEAP matter.
Regardless of who prepares or completes the contract, it will still be able to be imported.
It will depend on the quality of the scanned document. The data extraction will be most accurate for a digital PDF copy, but may also be able to identify information from a high quality scanned document.
Contract Exchange
Yes, the workflow uses DocuSign technology for signing.
No, you will need to share a new link after any changes made to the contract.
We contact you directly to confirm the bank account details are correct, then lock them in the system as verified. If any changes are made to the bank account, they are automatically unverified until we will contact you again to confirm.
Yes, you can skip this step and still use all the other services within the workflow.
Post-Exchange
Smart bundles are a quick select tool, where certificates are preselected based on your previous orders for that particular Local Government Area (LGA). For new clients, smart bundles become available when you start creating certificate orders.
Smart bundles are constantly being updated based on your previous orders, so you will always have a preselected list that reflects what you typically order. Selecting the smart bundle button will check the box for the certificates, but not automatically order them, so you can always review and make changes before proceeding with the order.
Settlement
SettleIT is integrated into the new workflow as a flexible electronic settlement solution. SettleIT will take care of the administration side of your settlement, so you can focus your time and energy on providing legal advice and building client relationships. However, you don’t have to engage SettleIT service to use the other products available within the workflow.
