Ordering searches and certificates - NSW

Table of Contents

• Getting Started
• Launching triSearch
• Ordering Property Enquiries
• Select Certificates
• Fee Summary
• Frequently Asked Questions

Getting Started

For maximum efficiency, ensure that the property details are completed in the Matter prior to Launching triSearch.

Launching triSearch

1.    Select the triSearch tab from the Matter.

2.    Select New Search from the Matter Action Bar. 

Tip:  This will automatically launch the triSearch platform and default to your Matter State.

Ordering Property Enquiries

1.    Select Property Enquiries.

2.    Click New Order from the drop-down list.

3.    Click Next after confirming title particulars are correct.

Select Certificates

1.    Tick the boxes for certificates and documents you want to order.

Tip:  Certificates are categorised by respective authorities.

2.    Click Next once all required certificates are selected.

3.    Review order.

4.    Select Place Order.

Tip:  Certificates can be added or removed from the order by clicking Edit certificate selection.

5.    Completed searches can be found under TriSearch in the Matter.

Fee Summary

1.    All disbursements are displayed in the triSearch tab of the Matter.

2.    Access a detailed Fee Summary by clicking the triSearch tab and then selecting Fee Summary from the Matter Action Bar.

Tip:  this will launch the triSearch platform.

Frequently Asked Questions