My practice management program, LEAP is now integrated with PEXA (through Infotrack). It means that I can create a PEXA workspace with the click of a button
Once the workspace has been created, it would be great if I was able to create a "subworkspace" for creation of caveats, for example - so there is no need to type all the information again and to be able to keep the workspaces linked.
Great that you're using the integration and it's making it easy to create workspaces.
I've spoken with InfoTrack and confirmed that you're able to create two workspaces within your matter one for the caveat and one for the transfer. When creating the caveat workspace just select Incoming Caveator and then create the second workspace with the Incoming Proprietor or Proprietor on Title role as required.