12 articles
InfoTrack is an online search tool for conveyancers and law firms to purchase report services for legal processes. One of its features is accepting electronic signatures with SignIt. To use this ...
Overview The InfoTrack Integration allows firms using the system to order property searches and identity verification checks directly through InfoTrack and automatically record the associated inf...
This article applies to the following scenario You would like to use BPAY as a way to collect money from clients Concepts A unique BPAY reference is generated for two types of items in the...
This guide helps you test the accuracy of BPAY Customer Reference Number (CRN) generation and validation using the MOD10V01 algorithm via the BPAY CRN Generator Tool. TABLE OF CONTENTS Overv...
Overview Prior to using your Zoom integration, you will need to get an account set up with Zoom. Setting up a Zoom account The integration requires a minimum of 1 admin/owner account lev...
Overview FeeWise is a legal-first payments technology company, owned and backed by the global leader in legal practice management software, the LEAP-InfoTrack group of companies. With over 30 ye...
Overview FeeWise is a secure online payment platform designed specifically for law firms. It enables clients to make online payments quickly and safely, with funds automatically allocated to the ...
Guide Overview TABLE OF CONTENTS Guide Overview Setting up DEFT Payment System Process for Issuing Documents with DEFT Payment System DEFT Payment Systems, developed by Macquarie Bank,...
Overview Eve is an AI Powered reporting assistant which allows you to use natural language to ask financial reporting related questions for quick answers. Eve is accessible to all users. Eve...
Overview Eve is an AI Powered reporting assistant which allows you to use natural language to ask financial reporting related questions for quick answers. you will be able to use Eve AI to draf...
Overview When accessing a matter link from LEAP, there may be situations where the system cannot open the matter in Efimis. This can happen if: The matter does not exist, or The user does not ...
Overview This guide explains how support teams or partners can activate FeeWise integration within Efimis. Follow the steps in order and ensure you have the required credentials before activating...