InfoTrack - Searching & Services

17/03/2026
Knowledge

How To

InfoTrack provides a range of services including property, company and personal searches. InfoTrack searches are automatically populated with the information entered in your LEAP matters while expense recoveries are assigned to the matter’s ledger in real-time.

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To setup InfoTrack integration with LEAP, please click here and go to the InfoTrack Settings section.

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Order a Search or Service

To order a search or service through InfoTrack, follow these steps:

Open the matter.
Make sure you're on the Details & Correspondence tab.
Click Searching & Services on the toolbar.

The InfoTrack Searching & Services will open in a new window.
Select the searches or services that you would like to order.
Enter the particular details of the required search or service. The price will be displayed.
Click Submit.

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InfoTrack integration is free to activate within LEAP. However, you will need to pay for any searches you order. InfoTrack will invoice you on a monthly basis as you place orders.

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The InfoTrack Searching & Services window in LEAP is used to order searches or services for a single matter. If you wish to order searches or services for several matters in bulk, you will need to visit the InfoTrack website. For more information on this, please Contact InfoTrack.

When the search has been completed, the document is automatically placed in the Correspondence List of the matter where the search was initiated with a status of Complete.

Notifications Sent when a search order update is made can be toggled on or off through Menu > Settings > Application settings > Firm > Members > User name > Notifications > Under Leap > "Sent when a search order update is made".

Invoice a Search or Service

When you place an order for an InfoTrack search, an associated Expense Recovery will be automatically imported into the matter for billing.

Open the matter.
Click the General Accounting > Expense Recoveries tabs.

You'll notice an entry in the table for the search or service you ordered using InfoTrack. You can proceed to invoice the entry to your client.

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If an Expense Recovery is showing on InfoTrack but not showing in LEAP > Matter > Office Accounting > Expense Recoveries, please contact InfoTrack to push through the information.

If InfoTrack have pushed the information to LEAP and it is still not showing, you can manually create an Expense Recovery and assign it the Recovery Code for InfoTrack searches.

If there are duplicate or multiple Expense Recoveries for one search, and you want to find out about refund process, please contact InfoTrack.

View a Summary of Search Fees for a Matter

Open the matter.
Make sure you're on the Details & Correspondence tab.
Click the dropdown arrow next to Searching & Services on the toolbar.
Select Searching Fees Summary.

The Searching Fees Summary will open in a new window.

Reconcile Searches

Click the LEAP Menu > Accounting > under General Accounting > Reconcile Searches.

The Reconcile Searches will open in a new window.
Select the date range and order status.
Tick Include Archived Matters checkbox if required.
Tick the entries that appear on your invoice for a matter.
Click Reconcile Now to finalize or click Save & Reconcile Later to come back to it another time.

Teranet

InfoTrack provides seamless access to Teranet’s land registry services.

Various tabs facilitate parcel register searches, as well as supplementary services, such as instruments and writs of execution.

Fields are pre-populated from your LEAP matter wherever applicable, and searches are able to ordered via PIN, Address, Owner Name or Instrument number. Writ searches are able to be ordered in the same manner.

Open the matter.
Make sure you're on the Details & Correspondence tab.
Click Searching & Services on the toolbar.

The InfoTrack Searching & Services will open in a new window.
Click Services at the top-right corner of the window and select Teranet searches.
Select the searches that you would like to order.

Relevant or context-appropriate follow-on searches are available right from your results. For instance, you can immediately add an adjacent parcel search to your order.
When the search has been completed, the document is automatically placed in the Correspondence List of the matter where the search was initiated with a status of Complete.
All search-related expenses are automatically captured on your matter's General Accounting > Expense Recoveries ledger in real-time.

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When you place an order for the first time, you will be required to input your Teranet credentials.

SignIT

InfoTrack provides an e-signing service to facilitate a seamless all-digital signing workflow straight from within LEAP.

Open the matter.
Make sure you're on the Details & Correspondence tab.
Click Searching & Services on the toolbar.

The InfoTrack Searching & Services will open in a new window.
Click Services at the top-right corner of the window and select SignIT.
Click Browse.

The Select files from matter window will open.

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You may also drag and drop a document from your computer to the Drop files here or Browse section.

Select a document and click Upload.
Click Upload files if you would like to add more files to the signing envelope, otherwise click Confirm.
Click Add signer to add as many signing parties as you require.

Client data from your matter will be pre-populated, or you can add new signers.
If you click Add new signer, fill in the signer details and when you are done, click Confirm.

Tick Require SMS Verification for signing and/or Require a witness checkboxes if required.
Proceed to customize the document for each signer by dragging in any required fields or text.
When you are happy with the document, click Finish & send.

This will send a special link to all signers asking them to e-sign the document.
Once all signers have signed, the completed document will be synced back into the matter in LEAP, as will any incurred charges, ready for disbursements.

Itemise InfoTrack Searches

If you're experiencing an issue where your InfoTrack searches in expense recoveries are grouped as a lump sum instead of being itemised when issuing a Tax Invoice, a LEAP Admin user will need to resolve the issue by following the steps below. Please note that non-Admin users will not have access to these settings.

Click on the LEAP Menu > Settings > Application Settings.

The LEAP Application Settings will open in a new window.
Select Accounting > under Activity Codes > Expense Recovery.
Select "InfoTrack Search Fees (itsf)" from the Recovery Code list to edit it.
Untick the "Group on Invoice" option if you prefer the activity to be itemised separately rather than grouped as one entry.

Update your InfoTrack credentials in LEAP

Update your InfoTrack credentials in LEAP:

Ensure you have the InfoTrack credentials on hand first.

Then please follow these steps in the Application Settings - Integrations > InfoTrack Credentials article to disconnect the integration and reconnect to integrate LEAP with InfoTrack.

VOI (Verification of Identity)

If the VOI (Verification of Identity) is not loading, please ensure that your Internet connection is stable. If the issue still occurs, check if the problem is occuring for ONE matter in particular or for ALL matters.

If you find the problem is for one matter, please check the Agent's card. You will then need to remove the Agent's Card from the matter and re-create it, then re-insert it into the matter. Save changes to the matter and then verify that you can access the VOI button. If the problem is for all matters, please contact LEAP Client Services.

If the conveyancing client is not receiving the code for VOI, please check the client's phone number. If the issue persists, please contact InfoTrack as LEAP provides a portal to InfoTrack but InfoTrack send the code.

For any inquiries regarding VOI (Verification of Identity) pricing or costs, or if you encounter any issues with the VOI process, please contact InfoTrack directly.

eCOS (Electronic Contract of Sale)

The eCOS (Electronic Contract of Sale) is available through the All Services menu in the InfoTrack window. You have the ability to edit the front pages of the eCOS in Word.

To order an eCOS, please refer to the following steps:

Open the matter.
Make sure you're on the Details & Correspondence tab.
Click Searching & Services on the toolbar.

The InfoTrack Searching & Services will open in a new window.
Click All Services.
Navigate to the eCOS option in the All Services menu.
Enter the necessary details and click Submit.

After the search is completed, the eCOS document will be placed in the Correspondence list of the relevant matter. You will then be able to share the document with clients as required. If you need assistance, please Contact InfoTrack.

Locate a Search

You may be able to locate some searches through the Search All Correspondence window.

Missing searches should be referred to InfoTrack for investigation, you may reach InfoTrack here.

Contact InfoTrack

For InfoTrack errors encountered through the LEAP interface, you may reach InfoTrack here.

Order a Search or Service

Open the matter.
Make sure you're on the Details & Correspondence tab.
Click Searching & Services.

The InfoTrack Searching & Services will open in a new window.
Select the searches or services that you would like to order.
Enter the particular details and click Submit.

When the search has been completed, the document is automatically placed in the Correspondence List of the matter where the search was initiated with a status of Complete.

Invoice a Search or Service

When you place an order for an InfoTrack search, an associated Expense Recovery will be automatically imported into the matter for billing.

Open the matter.
Hover over the General Account tab and click Expense Recoveries.

You'll notice an entry in the table for the search or service you ordered using InfoTrack. You can proceed to invoice the entry to your client.

View a Summary of Search Fees for a Matter

Open the matter.
Make sure you're on the Details & Correspondence tab.
Click Searching & Services.

The InfoTrack Searching & Services will open in a new window.
Select Searching Fees Summary.

The Searching Fees Summary will open in a new window.

Last Modified Date

17/03/2026 10:23 pm

Title

InfoTrack - Searching & Services

URL Name

InfoTrack-Searching-Services-CA

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