ActionStep
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.
Book a demo
Book a free demo using the form below
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.