ActionStep is a 100% cloud based legal practice management & trust accounting system in which InfoTrack seamlessly integrates with to provide easier workflows and time-saving benefits. If you would like to know more about ActionStep please get in contact.
Five benefits of integrating ActionStep with InfoTrack.
- Save 40% in time when ordering searches*.
- Save money by avoiding disbursement write-offs using our real-time cost recovery.
- Save valuable time by avoiding manual bookkeeping entries.
- Fastest certificate and search return in the industry.
- eConveyancing ready with seamless integration when available.
*compared to other, non-integrated searching providers as stated by our trusted clients.
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See how the integration works
Launch an InfoTrack search from the ‘Plugins’ button in ActionStep.
Select ‘New Search’ to perform an InfoTrack search. InfoTrack search documents and disbursements automatically save back into ActionStep under the InfoTrack tab.
Easily select your desired search from the InfoTrack portal’s home page.
A read-only matter number and title reference is mapped from your practice management system into InfoTrack when searches are launched via integration.
A read-only matter number and ACN/ABN/Name is mapped from your practice management system into InfoTrack when searches are launched via integration.
InfoTrack search documents automatically upload under the ‘Documents’ tab in ActionStep.
InfoTrack search disbursements automatically upload under the ‘Accounting’ tab in ActionStep.