Overview
This video explains the OneLaw configuration required to enable the InfoTrack integration.
The session focuses on configuring InfoTrack services in Integrations, including how search types are mapped to expense types, WIP codes, and document categories. It also explains how default mappings work and outlines the additional back-end configuration completed by the OneLaw Support team.
Note: Licensing with InfoTrack is arranged directly with the provider. Once your firm is licensed, contact the OneLaw Support team to enable the integration. This integration is available to cloud-hosted firms only.
In this video, you'll learn
- How InfoTrack services are configured in Integrations
- How to assign expense types to InfoTrack search services
- How to assign WIP codes and document categories to search results
- How default service mappings are applied when a search type has not been configured
- How to configure individual search services, including PPSR searches
- How to test the connection before saving the configuration
Presented by Doug Thomson, Head of Sales (OneLaw).
Record on 20 October 2021
Key Takeaways
- Each InfoTrack search service should be mapped to an expense type, WIP code, and document category.
- Expense types determine how search costs are recorded and recovered as disbursements.
- WIP codes control how search-related time is recorded.
- Document categories determine how returned search results are classified within a matter.
- A default mapping can be used for unconfigured services, but configuring each service individually provides more predictable results.
- Some services may require specific classifications. For example, the New Zealand certificate over $100 service is configured as a LIM-related expense rather than a standard title search.
- After configuration, the Test function can be used to verify communication with InfoTrack.
- OneLaw Support must complete the required back-end configuration, including connection details and authentication settings, before the integration can be used.