To order a search or service through InfoTrack, follow these steps:

When the search has been completed, the document is automatically placed in the Correspondence List of the matter where the search was initiated with a status of Complete.

Notifications Sent when a search order update is made can be toggled on or off through Menu > Settings > Application settings > Firm > Members > User name > Notifications > Under Leap > "Sent when a search order update is made".

When you place an order for an InfoTrack search, an associated Cost Recovery will be automatically imported into the matter for billing.

You'll notice an entry in the table for the search or service you ordered using InfoTrack. You can proceed to invoice the entry to your client.

To view a summary of search fees from InfoTrack, follow these steps:

If you're experiencing an issue where your InfoTrack searches in Cost Recoveries are grouped as a lump sum instead of being itemised when issuing a Tax Invoice, a LEAP Admin user will need to resolve the issue by following the steps below. Please note that non-Admin users will not have access to these settings.

Update your InfoTrack credentials in LEAP:

Ensure you have the InfoTrack credentials on hand first.

Then please follow these steps in the Application Settings - Integrations > InfoTrack Credentials article to disconnect the integration and reconnect to integrate LEAP with InfoTrack.

Steps to complete VOI (Verification of Identity):

1. Open LEAP and navigate to the relevant matter that requires a Verification of Identity.
2. Ensure you are on the Details & Correspondence tab within the matter.
3. Click the "VOI" button on the toolbar at the top. A new window for InfoTrackID will open.
4. Follow the prompts to enter the client’s details as required.
5. Click Submit / Place Order to send the VOI request to InfoTrack.
6. InfoTrack will then send an email and/or SMS to your client with a link to the InfoTrackID Platform, where they can upload their identity documents.
7. Once completed, the VOI report will either be available to download, or automatically save back into the matter in LEAP.

• If the VOI (Verification of Identity) is not loading, please check if the problem is occuring for ONE matter in particular or for ALL matters. 

• If you find the problem is for one matter, please check the Agent's card. You will then need to remove the Agent's Card from the matter and re-create it, then re-insert it into the matter. Save changes to the matter and then verify that you can access the VOI button. If the problem is for all matters, please contact LEAP Client Services.

• If the conveyancing client is not receiving the code for VOI, please check the client's phone number. If the issue persists, please contact InfoTrack as LEAP provides a portal to InfoTrack but InfoTrack send the code. 

• To change the phone number to review a VOI after the client has submitted the documents: Open VOI > Click the Settings cogwheel > My Details > Edit Details > Update Mobile phone.

• For any inquiries regarding VOI (Verification of Identity) pricing or costs, or if you encounter any issues with the VOI process, please contact InfoTrack directly.

InfoTrack has released a new interface across Family, Property, and Estate matter types .
 As part of this update, the existing InfoTrack button next to LEAP Accounting, as well as the eCOS button, have been removed. If you need further information on this update or wish to book a demo, it is recommended to reach out to your InfoTrack account manager directly.
For more detailed assistance, you can contact InfoTrack through their support page here.

The eCOS (Electronic Contract of Sale) is available through the All Services menu in the InfoTrack window. You have the ability to edit the front pages of the eCOS in Word.

To order an eCOS, please refer to the following steps:

After the search is completed, the eCOS document will be placed in the Correspondence list of the relevant matter. You will then be able to share the document with clients as required. If you need assistance, please Contact InfoTrack.

You may be able to locate some searches through the Search All Correspondence window.

Missing and urgent orders and searches, for example, for the Section 10.7(2) Planning Certificate, should be referred to InfoTrack for investigation and you may reach InfoTrack here. Same for any cancellations or status updates.

For InfoTrack errors encountered through the LEAP interface, you may reach InfoTrack here.