Clio to InfoTrack_

Yes, Clio connects to InfoTrack through a basic native integration that lets conveyancers order property searches from within the Clio interface. Over 25,000 conveyancers in the UK use InfoTrack for property searches, Land Registry filings, and SDLT calculations. Formulaic builds the custom workflow layer that automates result filing, status tracking, and disbursement reconciliation — the pieces the native integration does not cover.

Short answer: Yes, Clio connects to InfoTrack via a basic native integration. Formulaic builds custom workflows that auto-file search results to matters, track statuses, and reconcile disbursements.

What data moves between Clio and InfoTrack

The integration handles four primary data flows. First, matter data from Clio — property addresses, client details, matter references — pushes to InfoTrack to pre-populate search order forms. This eliminates the double-entry that wastes 3-5 minutes per search order.

Second, search results flow back from InfoTrack to Clio. These include Land Registry title plans, environmental search reports, local authority search results, drainage and water search documents, and SDLT calculation outputs. Each result is a PDF or structured data file that needs to be filed against the correct Clio matter with appropriate document category tags.

Third, status updates move from InfoTrack to Clio. A local authority search can take 2-30 working days. The integration tracks each search status — ordered, in progress, complete, flagged — and surfaces this in Clio so fee earners do not need to check the InfoTrack portal separately.

Fourth, disbursement data flows from InfoTrack to Clio’s billing module. Every search has a cost that must be posted as a disbursement on the client’s matter. The native integration requires manual posting. A custom build automates this, ensuring search fees appear on the matter ledger within minutes of the order being placed.

The native integration

Clio’s native InfoTrack integration covers the basics: you can order searches from within Clio, and results attach to the matter as documents. It works for firms handling a low volume of conveyancing matters — perhaps 10-20 per month — where manual filing and disbursement posting is manageable.

Where the native integration falls short is at scale. It does not automatically categorise returned documents by search type. It does not post disbursements to the matter ledger. It does not track search statuses inside Clio. And it does not handle the workflow logic that volume conveyancing firms need: flagging when environmental searches return adverse results, triggering follow-up searches based on initial results, or batching search orders across multiple related matters in a single transaction.

For firms running 50+ active conveyancing matters, the manual steps between the native integration become a bottleneck. Fee earners spend time filing documents, checking the InfoTrack portal for updates, and manually posting disbursements — work that should be automated.

What Formulaic builds

Formulaic builds a complete conveyancing search workflow between Clio and InfoTrack. The architecture sits between both APIs and orchestrates the full lifecycle of a property search.

When a conveyancing matter reaches the search stage in Clio, the system triggers a search order package in InfoTrack based on the matter type. A standard residential purchase triggers the standard search bundle — local authority, environmental, drainage and water, Land Registry. A leasehold purchase adds the freeholder enquiry and lease review. The firm defines these packages once, and the system applies them automatically.

As results return from InfoTrack, the system files each document to the correct Clio matter, tagged with the search type, date ordered, date received, and any adverse indicators. If an environmental search returns a risk flag, the system creates a task in Clio alerting the fee earner. This is the workflow layer that the native integration cannot replicate.

Disbursements post automatically to the Clio matter ledger, categorised by search type. At month-end, the firm can reconcile InfoTrack invoices against Clio disbursements in minutes rather than hours.

Formulaic’s deployment data from conveyancing firms shows that this integration saves an average of 12 minutes per matter in administrative time. For a firm handling 100 matters per month, that is 20 hours of recovered fee-earner capacity.

DIY vs Zapier vs custom build

	DIY / Manual	Zapier / Make	Formulaic Custom Build
Setup time	N/A	Not available	2-3 weeks
Cost	Free (your time)	N/A	Custom-scoped
Data accuracy	Error-prone at volume	N/A	Built for conveyancing workflows
Customisation	None	N/A	Full — search packages, filing rules, alerts
Compliance	Manual SRA checking	N/A	Disbursement tracking baked in
Maintenance	You	N/A	60-day warranty + optional support

Zapier is not an option here. Neither Clio nor InfoTrack expose the property search workflow through Zapier-compatible triggers and actions. The only automated route is a direct API integration.

Timeline and investment

Every build is scoped and priced based on complexity. Simpler data syncs take less time than multi-system orchestration with compliance requirements. Start with an audit to get a clear proposal.

FAQ

Can Clio connect to InfoTrack? Yes. A basic native integration exists for ordering searches. For automated result filing, status tracking, and disbursement posting, a custom API integration handles the full conveyancing search workflow.

Does the Clio InfoTrack integration handle SDLT? The native integration supports ordering SDLT calculations. A custom build files calculation outputs against the matter automatically and flags discrepancies between estimated and final figures.

How do conveyancers use Clio with InfoTrack? Conveyancers order property searches, Land Registry filings, and SDLT calculations. A custom integration automates result filing, tracks search statuses inside Clio, and posts disbursements to the matter ledger.

Is there a Zapier integration for Clio and InfoTrack? No. The property search workflow requires direct API integration. Zapier does not support the InfoTrack search ordering and result retrieval process.

How much does a Clio to InfoTrack integration cost? Every integration is custom-scoped based on your firm’s requirements. Start with an audit for a clear picture of cost and timeline.

How long does setup take? Two to three weeks from scoping to production, including API configuration, workflow testing with live searches, and firm-specific customisation.

Does the integration comply with SRA Accounts Rules? Yes. Disbursement tracking is built in. Every search fee maps back to the originating matter with a complete audit trail. Client account postings follow SRA requirements for recording third-party payments.

Can I see InfoTrack search status inside Clio? With the custom integration, search statuses update in near real-time within Clio. Fee earners see pending, complete, and flagged statuses without leaving their matter workspace.