InfoTrack Entity Edge

One connected workflow

Managing entities should not mean starting from scratch every time

For most legal and compliance professionals, entity management looks the same way it has for years: a search run when a matter opens, a check completed at onboarding, and little visibility over what happens in between.

The gaps between those moments are where risk lives. Director changes, ownership shifts, insolvency events, and sanctions updates do not wait for your next search. By the time a reactive check surfaces a problem, the problem has often already affected your matter, your client, or your compliance record.

InfoTrack Entity Edge changes the model. Rather than searching reactively, you get a continuously updated view of every company and individual you manage, with alerts when something important changes and the ability to order any document or run any check from the same place you monitor them.

Your AML/CTF obligations

1. Open the matter
2. Run live ASIC searches
3. Complete AML/CTF onboarding
4. Incorporate the entity
5. Sync to your PMS

1. Open the matter

Enter client details once. InfoTrack Entity Edge carries them forward automatically.

2. Run live ASIC searches

Company extracts, director and shareholder searches — pre-filled into the matter instantly.

3. Complete AML/CTF onboarding

AUSTRAC-aligned KYC through the same platform. Compliance records linked to the entity from the outset.

4. Incorporate the entity

Company formation with pre-populated data, digital signing and instant ASIC lodgement confirmation.

5. Sync to your PMS

Completed entity data pushed directly to LEAP, Actionstep or Access Group. The matter is ready.

1. Open the matter
2. Run live ASIC searches
3. Complete AML/CTF onboarding
4. Incorporate the entity
5. Sync to your PMS

1. Open the matter

Enter client details once. InfoTrack Entity Edge carries them forward automatically.

2. Run live ASIC searches

Company extracts, director and shareholder searches — pre-filled into the matter instantly.

3. Complete AML/CTF onboarding

AUSTRAC-aligned KYC through the same platform. Compliance records linked to the entity from the outset.

4. Incorporate the entity

Company formation with pre-populated data, digital signing and instant ASIC lodgement confirmation.

5. Sync to your PMS

Completed entity data pushed directly to LEAP, Actionstep or Access Group. The matter is ready.

Six capabilities. One platform.

Everything your practice needs to manage entities and run compliance searches, connected from the moment you begin monitoring.

Continuous entity monitoring

Maintain ongoing visibility across every company and individual you manage. Alerts surface director changes, ownership updates, and status changes as they happen, across Australia, New Zealand, and the United Kingdom.

Compliance searching and risk screening

Run PEPs, sanctions, and adverse media checks from within the same environment where you monitor your entities. Risk screening is integrated into the workflow, not bolted on from a separate platform.

Document ordering

Order ASIC extracts, PPSR searches, Title searches, and Litigation checks in seconds, with results stored alongside the entity they relate to.

Persistent dashboard and activity history

Every search, alert, and document order sits in a single dashboard, accessible at any time, with full activity history for every entity you manage.

Practice Management integration

Entity Edge integrates natively with the Practice Management System your firm already uses, so entity data connects to your matters without additional steps.

Built on Australia's most trusted data infrastructure

Entity Edge is built on InfoTrack’s data network, Australia’s most trusted source for legal and compliance data. Live register access, local regulatory alignment, and over a decade of infrastructure behind every search.

The only platform built for continuous entity management

Other tools address one part of the workflow. InfoTrack Entity Edge connects all of them, inside the Australian regulatory environment.

Entity Edge Comparison Table

Capability	Global entity platforms	InfoTrack Entity Edge
Continuous entity monitoring with alerts	✗ No ongoing monitoring	✓ Always-on, across AU, NZ, and UK
Director and ownership change alerts	✗ Manual rechecks required	✓ Automatic alerts as changes occur
PEPs, sanctions, and adverse media screening	~ Separate platform required	✓Integrated, linked to entity record
ASIC, PPSR, Titles, Litigation and Bankruptcy	✗ Multiple platforms required	✓ All available from one environment
UBO and beneficial ownership insights	✗ Not available or offshore	✓Available natively
Persistent dashboard with full search history	✗No persistent record	✓ Built in, activity tracked per entity
Practice management system integration	~ Limited or manual	✓ Native integrations with major PMS
Platform fee	✗ High-cost subscription	✓ No platform fee

Entity Edge Comparison Table

Capability	Global entity platforms	InfoTrack Entity Edge
Continuous entity monitoring with alerts	✗ No ongoing monitoring	✓ Always-on, across AU, NZ, and UK
Director and ownership change alerts	✗ Manual rechecks required	✓ Automatic alerts as changes occur
PEPs, sanctions, and adverse media screening	~ Separate platform required	✓ Integrated, linked to entity record
ASIC, PPSR, Titles, Litigation and Bankruptcy	✗ Multiple platforms required	✓ All available from one environment
UBO and beneficial ownership insights	✗ Not available or offshore	✓ Available natively
Persistent dashboard with full search history	✗ No persistent record	✓ Built in, activity tracked per entity
Practice management system integration	~ Limited or manual	✓ Native integrations with major PMS
Platform fee	✗ High-cost subscription	✓ No platform fee

The impact is visible from the first matter

Transactional and M&A teams using InfoTrack Entity Edge describe the same shift: the workflow that used to require three logins, repeated data entry and manual reconciliation now runs in a single session.

The compliance record is linked to the entity from the moment the matter opens. ASIC search results flow forward without re-entry. AML onboarding and entity formation happen in the same place, and the PMS is updated automatically.

The cumulative effect is not just time saved on individual matters. It is a fundamentally more connected, and more defensible, compliance posture across the practice.

3→1

Systems replaced by a single connected workflow

0

Data re-entries required across the full matter

3

Years of InfoTrack infrastructure behind the platform

No subscription. No lock-in. No platform fee.

There is no cost to get started. The platform is live today.

Purpose-built for legal and compliance professionals

InfoTrack Entity Edge is designed for the specific compliance obligations and workflow realities of Australian legal professionals.

M&A and transactional lawyers

Entity Edge gives transactional teams continuous visibility over the entities involved in a matter, with alerts for material changes and the ability to order any search or document without switching platforms. The result is faster due diligence and a more complete compliance record from the moment a matter opens.

Conveyancers and property lawyers

Property practitioners managing multiple transactions benefit from Entity Edge’s persistent monitoring and integrated compliance searching. Run title searches, conduct risk screening, and maintain entity records from a single environment, with no additional system to manage.

Corporate and commercial lawyers

Firms advising on corporate structures, joint ventures, and entity management benefit from continuous monitoring across their client base. Director changes, ownership updates, and status events surface automatically, so nothing is missed between periodic searches.

Built on substance, not adapted from offshore

InfoTrack Entity Edge is built on the data infrastructure Australian law firms have relied on for over a decade. This is not a localised global product. It is a platform built from the ground up for the Australian regulatory environment, because Australian compliance obligations are distinct, and no international platform has ever adequately served them.

AUSTRAC Tranche 2 obligations, ASIC monitoring requirements and the specific needs of Australian transactional practice are not afterthoughts in InfoTrack Entity Edge. They are the foundation.

Common questions about InfoTrack Entity Edge

What is InfoTrack Entity Edge?

InfoTrack Entity Edge centralises compliance searching, risk screening, and document ordering into a single, always-on environment. Rather than running searches reactively, you get a continuously updated view of every company and individual you manage, with alerts when something important changes, across Australia, New Zealand, and the United Kingdom.

How does continuous monitoring work?

Once you add an entity to Entity Edge, the platform monitors it for changes including director appointments and resignations, ownership updates, and status changes. When a relevant event occurs, you receive an alert, so your team does not need to run periodic rechecks to stay informed.

What searches and documents can I order?

You can order ASIC extracts, PPSR searches, UBO insights, Title searches, Litigation checks, and PEPs, sanctions, and adverse media checks, all from within the same environment where you monitor your entities.

Which jurisdictions does Entity Edge cover?

Entity Edge supports monitoring and searching across Australia, New Zealand, and the United Kingdom from a single platform.

How does pricing work?

There is no platform fee. You pay only for the transactions you process, such as document orders and search bundles. You can start today without committing to a subscription or minimum spend.

How quickly can I get started?

If your firm already uses InfoTrack, access to Entity Edge is available immediately. For new firms, account setup is straightforward and your dedicated InfoTrack account manager is available to support you.