Innovative technology for Family Lawyers FAQs
General
Yes, the interface can be used across all states and territories in Australia.
Currently, the interface is available for LEAP, with plans to expand support to other PMS platforms.
There is no cost to access or use the interface itself. Standard product and service fees still apply for any items ordered through the platform.
Yes, the interface is completely flexible. You can choose to use just one feature or access the full suite of tools. However, to experience the full benefit, including reduced manual data entry through data mapping, we recommend using the interface throughout the entire matter.
Yes, you can begin using the interface partway through a matter in LEAP. However, you may not receive the full benefits of data mapping and may need to enter some information manually.
You can continue using any products or services you have already accessed through the interface, as they will still be available in your PMS matter.
Not at this stage, but we are exploring this functionality for future updates.
Client Onboarding and VOI
No. While not mandatory in most scenarios, Verification of Identity is increasingly used to support due diligence in complex, high-value or remote matters and in matters that anticipate a property transfer once final orders are handed down
You simply send a secure link. Your client verifies their identity online in a few easy steps, with no downloads and no in-person meetings required.
It is an efficient way to protect your clients and your firm from fraud, coercion and identity misuse, while strengthening your compliance processes.
No. Branding your client portal is free. You can upload your logo by navigating to Account Settings > Firm Detail in your InfoTrack account.
Financial Disclosure
No, it’s not a one-time disclosure. The workspace remains open and editable for 6 months from the date of order. During this time, clients and lawyers can add, update, or review disclosure documents as needed. If the matter is ongoing, you can renew the workspace for another 6 months.
We connect through our partner Basiq, an accredited data recipient under the Consumer Data Right (CDR). This means Basiq has been approved by the ACCC and has met strict security and compliance requirements. They are the market leaders in open banking integrations, particularly within the fintech space.
Yes! The Financial Disclosure workspace is fully mobile-friendly and designed to work across all devices and screen sizes. In fact, our user data shows that around half of all sessions are completed from mobile phones, making it easy and convenient for clients.
Searches
You can access ASIC, Title, bankruptcy, and other asset-related searches to support your advice, negotiations and court submissions.
Yes. Searches can be completed on multiple individuals or entities to give you a complete picture of your client’s or the other party’s financial position.
Most searches return results instantly or within a few minutes, helping you progress matters without delay.
Court
You can view and download orders, judgments, filed documents and up-to-date Family Court forms, all from one place. By using Family Court Sync, once you sync, these documents get automatically saved to your matter with any new updates.
Yes. You can complete and lodge Family Court forms directly, using prefilled data to reduce manual entry and errors.
You will receive real-time updates when new court documents are filed, so you remain informed without needing to check the portal manually.
Process Serving
You can place an order in seconds, receive an instant quote and track delivery progress in real time.
Yes. We offer a nationwide network of experienced process servers, including regional and remote locations.
Yes. You will receive automatic updates throughout the process and a final record of service, giving you full visibility across the process.
Valuations
You can place an order in seconds, receive an instant quote and track delivery progress in real time.
Property Transfer
SettleIT is a digital property transfer and lodgment service that handles the administrative components of property transactions, so you can focus on legal guidance and client care.
In the ‘Property Transfer’ step, key tasks like Verification of Identity are triggered automatically when you place your order. Additional tasks include the Client Authorisation Form, Trust Account Authority, Purchaser Declaration (if required), and the Mortgage Discharge Authority Form.
If you have already started these tasks under ‘Client Engagement,’ SettleIT will sync the data to avoid duplication with no added cost to you.
SettleIT integrates seamlessly with other tools within the interface, including client engagement and property certificate ordering. Its connection to your practice management system helps streamline the entire process.
Most firms book once the contract becomes unconditional. However, since fees are only charged upon transfer, you can place your order at any time before the unconditional date if preferred.
You can message your file handler directly using the communication tool in the ‘Property Transfer’ step. Important updates will also appear within the same space.
In a Family Law setting, clients typically place their property transfer order with SettleIT once the court order is received, or a financial agreement can be provided. However, as the fee is only deducted upon settlement occurs, you have the flexibility to place your order any time before the unconditional date if preferred.