Step 2

Understanding your Initial Documents

Once your contract has been issued, you’ll receive an email from our office with important documents and information to begin your matter. We encourage you to read that email in full

before opening any attachments, as it answers many common questions and outlines your next steps.

Once your contract has been issued, you’ll receive an email from our office with important documents and information to begin your matter. We encourage you to read that email in full before opening any attachments, as it answers many common questions and outlines your next steps.

Once your contract has been issued, you’ll receive an email from our office with important documents and information to begin your matter. We encourage you to read that email in full before opening any attachments, as it answers many common questions and outlines your next steps.

Here is a summary of what you will receive:


Initial Documents Pack

This will be sent via DocuSign or InfoTrack for electronic completion—no printing or scanning required. It includes a client questionnaire. You’ll only need to complete the fields we’ve marked as relevant to your matter (if any) as we receive information directly from Infinity for your purchase.


Fully Executed Contract

This for your records once it’s signed by all parties. Your Accountant and Financial Planner often

request a copy of this.


Invoice for Professional Fees

If you’ve already paid your deposit and fees, no further action is required. Otherwise, payment is due within 7 business days. Your Accountant will usually require a copy of this for tax purposes.


Verification of Identity (VOI)

A secure VOI link will be sent via SMS and/or email. If you’ve completed a VOI for another recent CJM matter, you may not need to do it again—just let us know.


Critical Dates

Your contract includes several key dates, and we’ll work closely with the Infinity Group to monitor and manage these for you. With reference to your Balance Deposit Due Date, the Request for Trust Funds (RTF) document included with your initial email outlines:

  • The exact amount required for your balance deposit
  • Any additional items such as estimated stamp duty or your Infinity SDS fee
  • Payment methods including EFT, BPAY, and credit card

Please review your RTF carefully and ensure your balance deposit is paid on or before the due date.

If you’re unable to meet the deadline, let our office & Infinity know as soon as possible so we can seek an extension if required. Delays can impact your contract, as time is of the essence.


We work closely with Infinity to monitor key dates and will be in touch if action is required or deadlines change.


Remember, if you’re unsure about anything, you can contact to our dedicated Contracts team – contracts@cjmlaw.com.au or, your Relationship Manager Jenna McIntyre is always happy to help.


With your documents finalised and deposit paid, you’re on track for a smooth and successful settlement. We look forward to assisting you every step of the way.

Here is a summary of what you will receive:


Initial Documents Pack

This will be sent via DocuSign or InfoTrack for electronic completion—no printing or scanning required. It includes a client questionnaire. You’ll only need to complete the fields we’ve marked as relevant to your matter (if any) as we receive information directly from Infinity for your purchase.


Fully Executed Contract

This for your records once it’s signed by all parties. Your Accountant and Financial Planner often

request a copy of this.


Invoice for Professional Fees

If you’ve already paid your deposit and fees, no further action is required. Otherwise, payment is due within 7 business days. Your Accountant will usually require a copy of this for tax purposes.


Verification of Identity (VOI)

A secure VOI link will be sent via SMS and/or email. If you’ve completed a VOI for another recent CJM matter, you may not need to do it again—just let us know.


Critical Dates

Your contract includes several key dates, and we’ll work closely with the Infinity Group to monitor and manage these for you. With reference to your Balance Deposit Due Date, the Request for Trust Funds (RTF) document included with your initial email outlines:

  • The exact amount required for your balance deposit
  • Any additional items such as estimated stamp duty or your Infinity SDS fee
  • Payment methods including EFT, BPAY, and credit card

Please review your RTF carefully and ensure your balance deposit is paid on or before the due date.

If you’re unable to meet the deadline, let our office & Infinity know as soon as possible so we can seek an extension if required. Delays can impact your contract, as time is of the essence.


We work closely with Infinity to monitor key dates and will be in touch if action is required or deadlines change.


Remember, if you’re unsure about anything, you can contact to our dedicated Contracts team – contracts@cjmlaw.com.au or, your Relationship Manager Jenna McIntyre is always happy to help.


With your documents finalised and deposit paid, you’re on track for a smooth and successful settlement. We look forward to assisting you every step of the way.

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