The term integration is often used loosely, however, InfoTrack uses seamless two-way integration to pull information directly from your CMS through to InfoTrack, avoiding manual rekeying of information, reducing the possibility of human error and maintaining consistency across platforms.
This also means any activity conducted within InfoTrack is sent back to the applicable matter, and all disbursements captured and returned to the ledger in your CMS.
Integration with InfoTrack means fast and easy access to all your conveyancing searches, key due diligence products, and a smarter way to submit SDLT and AP1 forms online. We also offer UK Companies House and international searches, as well as a complementary data visualisation tool, REVEAL.
Our two-way integration is available through the following case management system (CMS) partnerships:
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Benefits of integrating LEAP with InfoTrack.
- Save 40% in time when ordering searches*.
- Save money by avoiding disbursement write-offs using our real-time cost recovery.
- Save valuable time by avoiding manual bookkeeping entries.
- Download our LEAP integration brochure here.
Read more about our integration with LEAP here.
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Benefits of integrating Actionstep with InfoTrack.
- Seamless integration with InfoTrack means you can access all the key conveyancing services at the click of a button in Actionstep
- All orders in InfoTrack are saved directly back to the matter
- Capture all disbursements through real-time cost recoveries, which are automatically associated with your Actionstep matter
- Pre-population of data from your matter makes using InfoTrack a fast, slick and enjoyable experience
Read more about our integration with Actionstep here.
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Benefits of integrating Aderant with InfoTrack.
- Order searches directly from the Matter in Aderant Expert Assistant.
- No need to re-key data.
- Reliable cost recovery, searches are completed under valid matter numbers only.
- Access our FREE visualisation tool, REVEAL which provides an easier way to view your Companies House search results.
Learn more about Aderant here.
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Benefits of integrating Thomson Reuters Elite MatterSphere with InfoTrack.
- Save 40% in time when ordering searches*.
- Save money by avoiding disbursement write-offs using our real-time cost recovery.
- Save valuable time by avoiding manual bookkeeping entries.
- Fastest certificate and search return in the industry.
Learn more about Thomson Elite here.
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Benefits of integrating LexisNexis Visualfiles with InfoTrack.
- Log into InfoTrack by clicking the QuickStep button – no need to remember passwords.
- All orders made in InfoTrack are saved back into the Visualfiles matter for easy reference.
- Avoid manual bookkeeping entries with disbursements for each matter automatically generated and sent back to the ledger.
- No more manual re-entry of data into InfoTrack as it is pulled through directly from the Visualfiles matter.
- Download our Visualfiles integration brochure here.
Learn more about Visualfiles here.
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Benefits of integrating SOS with InfoTrack.
- Log into InfoTrack at the click of a button – no need to remember passwords.
- Orders made in InfoTrack are saved back into SOS with hyperlinks for easy referral.
- PDFs of orders are saved to SOS Connect.
- Avoid manual bookkeeping entries with posting slips for charges automatically generated.
- No need to re-key data into InfoTrack as it is pulled through directly from your SOS matter.
Learn more about SOS here.
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Benefits of integrating Tikit P4W with InfoTrack.
- Immediate access to InfoTrack at the click of a button in Tikit P4W - your credentials will be automatically entered
- All disbursements are returned directly into Tikit P4W
- Complementary access to REVEAL - InfoTrack's data visualisation tool for UK Company Searches
- Searches are populated with data from your Tikit P4W matter, removing manual rekeying
- Download our Tikit integration brochure here.
Read more about our integtration with Tikit here.
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