InfoTrack Integration with Case Management Software

Contact us today to find out how we can help

What is InfoTrack?

 InfoTrack is an award winning technology solution that assists in the automation of conveyancing tasks. It has been described as a “leading innovator in legal technology.” The best thing about InfoTrack is its seamless integration with case management systems, such as Proclaim and LEAP. This solution greatly assists with practice management by improving efficiency for law firms. It assists by removing the need for a number of small administrative tasks so fee earners can focus on more important tasks. 

InfoTrack Solutions

InfoTrack offers a number of case management solutions from client onboarding to post completion management to ensure the conveyancing process is made as streamlined as possible and is an overall faster and more efficient conveyancing process. Some of the key features to increase productivity include:

  • Electronic client onboarding: This solution provides a great client experience using their onboarding platform.
  • Property Report: This is a data-driven report to assist in the generation of reports on title.
  • Search and Information Services: Infotrack provides access to a comprehensive range of property, company, and personal information searches, including land title searches, company searches, and ordering searches for national property certificates.
  • Electronic Conveyancing: Infotrack offers electronic conveyancing solutions that enable users to manage property transactions digitally and manage conveyancing matters more efficiently, including electronic settlement and lodgment services.
  • Practice Management Software: Infotrack develops and provides practice management software tailored to the needs of legal and conveyancing professionals, helping them manage cases, track document returns, clients, and finances more effectively.
  • Compliance and Risk Management: Infotrack’s solutions include tools and services to help professionals comply with regulatory requirements and manage risks associated with legal and financial transactions.
  • Integration Services: Infotrack offers integration capabilities to connect its software solutions with other systems and platforms, such as CMS integrations, allowing for seamless data exchange and workflow automation.
  • Post Completion: Your SLDT and AP1 can be submitted, monitored and managed using a streamlined solution.

InfoTrack Integration

According to the InfoTrack website, “powerful case management integration with InfoTrack streamlines your conveyancing workflow and provides a single source of truth for every transaction.” InfoTrack has a number of integration partners and integrates with more than twelve different case management systems, including LEAP and Proclaim to assist with digital conveyancing.

Efficient conveyancing with integrated services at the click of a button means that your firm’s productivity wins and enables your team to manage their time more effectively.

You have the ability pre-populate your orders within InfoTrack with all documents within your CMS using the two-way flow of real time information. This will be automatically returned within your case management system. Some of the main benefits of integrating your case management system with InfoTrack include:

  • Improved efficiency due to automation of tasks, such as pre-populated data entry using pre-filled documents
  • Improved compliance and mitigates the risk involved with rekeying information
  • All key information is accessible within InfoTrack and your CMS
  • Great user experience

How can Legal Practice Support Assist?

Legal Practice Support are experts in legal software and case management integrations, including InfoTrack integrations. InfoTrack possesses many features to increase productivity and can greatly assist your law firm. We are skilled in developing and optimising your case management system to fit 100% with your business needs. Our team of developers love InfoTrack and the benefits it offers to our clients.

If you would like to find out more about law firm software integration and how the Legal Practice Support team could assist your firm, contact us.

James Denby is Head of Software Development at Legal Practice Support and oversees all projects to ensure work is completed to a high standard for all clients.

As an experienced developer, James also maintains his own workload, consisting of complex development projects or high priority tasks. He can be contacted via e-mail at enquiries@legalpracticesupport.co.uk, or get in touch with us via Live Chat or the contact form, below. 

Reviews

Satisfied client stories

"Since we first began utilising the services of Legal Practice Support, we have seen a dramatic improvement in the capabilities of our Proclaim system. The system has seen substantial enhancements with regards to automation; tasks that previously could take staff hours, can now be completed within minutes."

Mark Brierley

Director, Beacon Law

"Prior to their (Legal Practice Support) involvement, we had little to no reporting; and what we did have was generally manually accumulated data on spreadsheets. Since Legal Practice Support began enhancing our system, they have enabled us to receive key management information as and when required, which allows us to evaluate key areas of the business, as well as provide overviews of fee earners' case progression and their performance amongst other things."

Mr L Ali

Director, Hunter Price Khan

" We have had the out of the box Proclaim system for many years, and whilst we were content with its performance, it wasn't until we utilised the services of Legal Practice Support to help streamline and automate our workflows that we really saw its potential to save time and money by maximising the efficiency of our workflows."

 

Yasar Ali

Clarity Solicitors

We're here to support your practice

Contacting us is free. It's our goal to put you at ease and offer expert advice on Proclaim development, IT support and Costs Drafting

4 Bark Street East, Bolton, BL2 3PF

Leave A Message