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VIC – Conveyancing – matter type new feature

We have recently added a new feature called Table relations to all Conveyancing Property matter types.

Table relations provide smart association of related parties and/or relevant data through both cards and tables to ensure matter types are easier to complete.

Some common Conveyancing Property table relations include:

Vendor Vendor’s solicitor
Purchaser Purchaser’s Solicitor
Discharging Mortgagee Discharging Mortgagee’s Solicitor
Incoming Mortgagee Incoming Mortgagee’s Solicitor
Incoming Mortgagee Loan approval details
Incoming Mortgagee Mortgage Broker
Agent Listing Agent
Agent Selling Agent
Managing Agent Tenant
Owners Corporation Strata Manager
Owners Corporation Strata Plan Secretary
Owners Corporation Strata Records Inspector

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Practice Management matter type

We have added the Firm table to the Client table substitutions and made it the default for all 3 matter types under Practice Management.

The Employee table has also been added as a default table to the Affairs and Administration matter types.

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VIC – new Industrial Relations matter type

We have released a new matter type for Industrial Relations which is located in Employment Law & Industrial Relations.

Tables:

Standard table types and specific tables have been created for this matter type and you should ensure completion for automation of forms:

Employee Employer Appellant
Employee’s Solicitor Employer’s Solicitor Appellant’s Solicitor
Respondent Plaintiff Defendant
Respondent’s Solicitor Plaintiff’s Solicitor Defendant’s Solicitor
Court Court details Employment details
Termination details Barrister

Employment details table:

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VIC – Probate eFiling and LEAP integration

Transition to mandated e-filing for VIC probate matters with integration between LEAP and InfoTrack

Further to our recent forms blog on 16 June regarding the Supreme Court of Victoria mandating that all Probate originating motions must be filed electronically, we are pleased to advise that InfoTrack now provides a seamless transition to this mandated process with the solution of filing ‘New Applications’ quickly and seamlessly via LEAP.

Up to 70% of the efiling form will be populated from data entered in your LEAP matter.  You can also elect to upload your LEAP pre-prepared supporting documents.

Read more here: https://www.infotrack.com.au/products/sync-efile-court-documents/