InfoTrack - Searching & Services

15/01/2026
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 cost 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/Place Order.

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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 Cost Recovery will be automatically imported into the matter for billing.

Open the matter.
Click the Office Accounting > Cost 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 a Cost Recovery is showing on InfoTrack but not showing in LEAP > Matter > Office Accounting > Cost 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 a Cost Recovery and assign it the Recovery Code for InfoTrack searches.

If there are duplicate or multiple Cost 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

To view a summary of search fees from InfoTrack, follow these steps:

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 Office Accounting > Reconcile Searches.

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

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To include archived matters, click and select Include archived matters.

Itemise InfoTrack Searches

If you're experiencing an issue where your InfoTrack searches in Cost 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 > Cost 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 > Connect to InfoTrack with your 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 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.

To change the phone number to review a VOI after the client has submitted the documents: Open VOI > Click the Settings cogwheel > My details > Edit Details > update Mobile phone.

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 Cost Recovery will be automatically imported into the matter for billing.

Open the matter.
Hover over the Office Accounting tab and click Cost 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

15/01/2026 12:03 pm

Title

InfoTrack - Searching & Services

URL Name

InfoTrack-Searching-Services-NZ

Resolution