InfoTrack integrations_

InfoTrack integrates with Clio, LEAP, Proclaim, Osprey, Smokeball, and other UK practice management systems through native connectors and a REST API for property searches, identity verification, and land registry services, serving over 25,000 users across the UK. Native PMS integrations cover basic one-at-a-time search ordering from within your practice management system. For bulk search automation, cross-system result filing, status dashboards, and spend reporting that native connectors don’t cover, Formulaic builds custom InfoTrack integrations with no marketplace limits.

Short answer: InfoTrack has native integrations with all major UK PMS platforms for basic search ordering. Formulaic builds custom integrations that automate bulk searches, file results across systems, generate MI dashboards, and replace standalone search management SaaS.

What we build that native integrations can’t

InfoTrack’s native PMS integrations cover a straightforward workflow: order a property search from within your PMS, receive the results, view them against the matter. Each search is handled individually. For a firm running 20 conveyancing matters per month, this works.

At volume, it breaks down. A conveyancing firm processing 200+ matters per month needs to order standard search packs in bulk when matters reach a specific milestone, track the status of hundreds of pending searches across the firm, file results automatically against the correct matter in the PMS and DMS, and report on search spend, turnaround times, and completion rates. That’s not “InfoTrack to LEAP.” That’s a search management system.

InfoTrack’s REST API is well-designed for this kind of automation. It covers search ordering, status polling, result retrieval, and user management. The API supports the bulk operations that high-volume firms need, making it a strong foundation for custom builds.

Multi-tool orchestration

The firms we work with don’t need “InfoTrack to X.” They need “when a matter hits a milestone, the entire search workflow handles itself.”

Examples of what a single custom integration handles:

• New conveyancing matter reaches search stage → standard search pack ordered from InfoTrack, order confirmation logged to matter in PMS, team notified, expected completion dates calculated and added to timeline
• Search results returned → results filed to correct matter in PMS, filed to correct folder in DMS, report on title template populated, fee earner notified, client milestone update sent, MI dashboard refreshed
• Search delayed or failed → handler notified immediately, backup search provider triggered if configured, client updated, timeline adjusted
• Month-end reporting → search spend aggregated by matter type, fee earner, and client, turnaround times calculated, bulk vs individual costs compared, report pushed to Excel dashboard

Each of these replaces manual work that compounds at volume. At 200+ matters per month, automated search management saves hours every week.

Replace SaaS, don’t just integrate it

Conveyancing firms often accumulate separate tools for search status tracking, spend reporting, and completion monitoring. Some of those tools do one thing you actually use.

We’ve seen firms paying for a standalone search dashboard and a separate spend reporting tool — when a single custom system connected to InfoTrack’s API handles both. Built for their search volumes, owned by them, with no per-seat licensing.

We start with the audit: map your current search workflow, identify where time is lost, and propose what to build vs what to keep.

How we approach InfoTrack integrations

1. Audit your stack — we map how searches are ordered, tracked, filed, and reported across your firm. We identify where manual steps live and what’s costing you the most time. Two weeks.

2. Design the system — not “which tools to connect” but “what should happen when a matter reaches the search stage.” We design around your conveyancing workflow, not around tool limitations. The output is a build spec with clear scope.

3. Build and deploy — direct API integration with InfoTrack. No middleware, no per-task fees. The system connects to your PMS, DMS, and reporting tools with full error handling and monitoring. You own the source code.

No marketplace limits

We don’t need official connectors or pre-built integrations. We connect InfoTrack to any PMS, DMS, reporting tool, or internal system your firm uses. We set the rules. We define the logic. We build exactly what your firm needs.

That includes PMS platforms without native InfoTrack connectors, document management systems, Excel and Power BI dashboards, and internal tools your firm has used for years.

Compliance across jurisdictions

Every custom InfoTrack integration we build accounts for UK regulatory requirements. SRA Accounts Rules compliance for search disbursement handling, client/office account separation when search costs are posted, UK GDPR data handling for property and personal data, and audit trails for every search ordered and result filed. InfoTrack’s primary market is UK conveyancing, and every integration we build has SRA compliance baked into the system architecture.

This is not a bolt-on. Compliance is part of the system design from day one. Disbursement posting rules, data handling, and audit trails are design decisions, not afterthoughts.

See our legal solutions for more on what we build for law firms, or read about how we approach conveyancing workflows and conveyancing document drafting systems that connect to search platforms.