From 7,000 workspaces to one streamlined view

Read our latest thinking from Chris Watt, Senior Product Manager.

For conveyancers managing enquiries, clarity and efficiency are everything. Since relaunching Enquiries in June 2025, more than 7,000 workspaces have been created as firms embrace a smarter way to handle this critical stage of transactions. Now, with Phase one of our new UI going live this week, we're making the experience even more intuitive - with streamlined navigation, clearer conversation tracking, and enhanced visibility across teams.

Why the interface needed to evolve

The feedback was clear: as enquiries workspaces grew, the existing panel became cluttered. With responses, counter-replies, and attachments stacking beneath each enquiry, clients found it increasingly difficult to navigate complex matters and track progress efficiently.

The new interface addresses this head-on. By consolidating responses into individual enquiry views, we've reduced visual noise while maintaining complete transparency over every conversation.

What's new in the interface

Individual enquiry views

Instead of displaying all responses in a single scrolling list, you now click into each enquiry to view its complete conversation thread. Responses are clearly differentiated by colour - distinguishing between purchaser and seller updates - and each entry displays the user icon of whoever made the change. This is particularly valuable for teams where fee earners and paralegals collaborate on the same matter.

Flexible counterparty management

One of the most requested features is now live: the ability to update counterparty details at any point during a workspace. Whether a solicitor goes on holiday or a firm changes mid-transaction, you can now adjust these details without restarting the entire process.

Enhanced editing and control

Made a mistake when copying in a response? You can now edit or delete entries as needed before publishing.

Smarter numbering

Enquiry numbering is now locked once published. When you add new enquiries mid-transaction, they receive the next available number rather than renumbering the entire list. This prevents confusion when counterparties reply using enquiry numbers, ensuring consistency across all communications.

New Enquiries Dashboard

A dedicated dashboard now provides firm-wide or individual visibility of all enquiries workspaces. You can filter by matters you've created, review progress at a glance, and access key details including counterparty information and property addresses.

What practitioners are asking

During the webinar, conveyancers raised the practical questions that matter most:

Does importing responses still work? Yes. You can still import responses via Word or PDF documents, and the platform will match them to the original enquiries. All imported responses can be edited or deleted if needed.

Can we still add documents at any stage? Absolutely. Documents can be uploaded at any point, and the platform will continue to suggest enquiries based on updated information from contracts, searches, TA forms, and other sources.

What about costs? There are no additional charges for the new interface. [CW1] Creating, Populating, or Sending enquiries is free of charge if any of the following are ordered on the matter: eCOS workspace, Search Pack, Contract of Sale, HMLR Register. In all other instances, the price per workspace will be £21 including VAT.

Can we customise precedent enquiries? Yes. Firms can fully customise their precedent libraries through admin accounts or by working with account managers. This has no impact on the platform's document-reading capabilities.

What's coming next

This UI update is phase one of a three-part release. Phase Two, launching in February, introduces workspace linking - allowing counterparties (both InfoTrack users and non-users) to respond directly within your workspace. This eliminates the need for email chains and Word documents, creating a truly collaborative environment.

Phase Three, scheduled for early March, will introduce client-facing documents. This feature allows solicitors to add layman's terms explanations and customise formatting before sharing progress updates directly with clients - keeping communication consolidated within the platform.

A cleaner, faster enquiries process

For conveyancing teams, the benefits are immediate:

• Efficiency: Clearer navigation means faster updates and less time scrolling through cluttered screens
• Visibility: Individual enquiry views and conversation tracking provide instant clarity on progress
• Collaboration: User icons and colour-coded responses show exactly who updated what and when
• Flexibility: Edit counterparty details, add new enquiries mid-transaction, and maintain consistent numbering

The new interface goes live this Friday, January 16, and will automatically apply to all existing and new workspaces. No action is required - simply log in and experience the streamlined workflow.