In it’s current iteration, the interface is available in NSW and will be launched in VIC in the coming days.
In it’s current iteration, the interface is available for LEAP and Smokeball users, with plans for expansion.
There are no costs to use the interface. 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 interface.
Our conveyancing interface provides complete flexibility, so you can use one or all the products available within the platform. To get the full benefits, including data mapping for less manual entry, we recommending using the interface from start to finish and use all products.
If you have an In-flight matter with orders outside of the new interface, you will continue to see the old InfoTrack matter dashboard.
You can still use all the certificates and services used within the new interface to complete your transaction as they will still flow into your PMS matter.
Currently it does not, however users can still access EDR by going to all services menu. We are exploring the option to integrate with EDR in a future version of the interface.
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.
Access to this interface 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. In Smokeball, we are working to have the completion date populate from the “settlement Due date” field of the conveyancing details, but currently defaults to 42 days.
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.
The file size for uploading contracts is limited to 50mb.
The scope of the tool is set out under the ‘Checks’ link. This is the full list of what we are ‘looking for’ when running the contract review, so if something is not in the list, we are not checking for it, yet! We will continue to grow and expand the scope checks as we more forward. If you would like to recommend a new check, you can submit your suggestion under the Suggest Checks button.
The Contract Review tool currently supports the NSW Law Society Contract of Sale of Land 2022 edition. Older editions, other states and non-property contracts are not supported.
No, the system has been designed to allow choice – you can order either or both. If you do order both, we will automatically share the verified property details between the two milestones and attach a copy of the Section 32 to the Contract (which can be removed if needed).
No, you are able to select any certificates from the list that you require and can customise your choices based on the property. In order to proceed through to edit the Section 32, you do need to order at least one certificate as part of the interface.
Use the navigation panel on the left of the screen to navigate back to the step labelled ‘Edit Section 32’ or ‘Edit Contract’. From here, all fields are available to edit and update.
Use the navigation panel on the left of the screen to navigate back to the step labelled ‘Edit Contract’. Scroll to the bottom of the page or use the shortcuts on the right to navigate to the Off the Plan section, where you will find the option to order the Additional conditions.
Yes, the interface uses DocuSign technology for signing.
No, you will need to share a new link after any changes made to the contract.
Yes, you can skip this step and still use all the other services within the interface.
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.
Yes, the new interface is using the newly developed SERV APIs. Users can now search for properties using multiple verification methods e.g. Vol/Fol, Lot/plan, Address and CPN, which results in better property matching and more accurate results.
Yes, this function has only ever existed in NSW, but with the new purchase workflow in VIC, the product catalogue list will no longer expire, after an order is placed. Users can go back and order more products from the catalogue. The catalogue will now expire 2 weeks after the list was created.
A PFI (Property Feature Identifier) is the most unique identifier for a Victorian property and can now be used to determine the result correlates with the PFI shown in LASSI – Land and Survey Spatial Information.
This verification method is still under development and will be released in a future state. If your property relates to Crown land, you can access the ‘All Services’ tab at the top right of the screen and proceed to the VIC property enquiries, where this method is still available.
SettleIT is an electronic settlement and lodgment service designed to manage the administrative aspects of property settlements. This allows legal professionals to focus on providing legal advice and client support while SettleIT handles the settlement process.
You can explore SettleIT’s services in the ‘Settlement’ step, where key tasks such as Verification of Identity are automatically initiated upon order placement – at no additional cost to you. Additional tasks at this stage include the Client Authorisation Form, Trust Account Authority and, when applicable, the Mortgage Discharge Authority Form. If you have already started these tasks in the ‘Client Engagement’ step of the interface, SettleIT will seamlessly sync your data to prevent duplication.
SettleIT seamlessly integrates with various features of the new InfoTrack interface, including client engagement tasks and title search ordering before and post settlement. The connection with other solutions and practice management systems helps streamline processes within the updated interface.
Clients typically place their order with SettleIT once the contract becomes unconditional. 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.
You can reach your assigned file handler through the messaging tool within the Settlement Steps in the new interface. Key updates on your settlement will also be communicated within the same space.
