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 complimentary data visualisation tool, REVEAL.
Benefits of integrating LEAP with InfoTrack.
- Data from your matter automatically populates fields in InfoTrack for less rekeying
- Save money by avoiding disbursement write-offs using our real-time cost recovery.
- Access all your key conveyancing tasks at the click of a button in LEAP.
"The best feature is that, not only are all search results are emailed back, but they are also automatically dropped into the LEAP case management system ready for printing or emailing and they remain there to refer to at a later date." - Anne Danbury, PHH Solicitors
Read more about our integration with LEAP here.
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
Read more about our integration with Tikit, or visit Tikit.
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.
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.
Benefits of integrating Lexis 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.
Learn more about Lexis Visualfiles here.
Benefits of integrating Thomson Reuters 3E 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 3E MatterSphere here.
Benefits of integrating Perfect Portal with InfoTrack.
- One-time login, reducing the need for multiple logins or passwords.
- Generate fast, accurate branded quotes in under 2 minutes.
- Setup multiple fee scales for you and your referrers.
- Add searches from InfoTrack to your quote with a simply click of a button.
- Data sharing resulting in pre-populated information to save you time from re-keying.
Learn more about Perfect Portal here.
Benefits of integrating Clio with InfoTrack.
- Direct access to InfoTrack from within Clio for easy access without the need to remember passwords.
- Easy document management with search fields mapped from Clio and documents seamlessly returned back to the Clio matter.
- Save money by avoiding disbursement write-offs using our real-time cost recovery.
- Save time by avoiding manual bookkeeping entries.
Discover more about Clio here.
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.
Benefits of integrating Peppermint CX with InfoTrack.
- True integration gives you immediate access to all your conveyancing tasks meaning you only need a single window and a single login
- Disbursements are automatically posted through to Peppermint CX
- Documents ordered through InfoTrack are stored for 7 years and sent back into the Peppermint CX matter
- Searches, SDLT and AP1 forms on InfoTrack are automatically populated using matter information from Peppermint CX, removing the need to rekey information
Find out more about our integration with Peppermint CX, or visit Peppermint.
