InfoTrack to LEAP_

Yes, InfoTrack connects to LEAP through a well-established native integration. Over 25,000 conveyancers use InfoTrack for property searches, and LEAP is one of the most popular practice management systems in UK and Australian law firms. The native integration handles search ordering and result delivery. Formulaic builds the workflow automation layer from the InfoTrack side — enhanced result categorisation, disbursement reconciliation, and case progression triggers that volume conveyancing firms need.

Short answer: Yes, InfoTrack connects to LEAP natively. Formulaic builds enhanced workflows from the InfoTrack side — result categorisation, disbursement reconciliation, and case progression triggers.

What data moves between InfoTrack and LEAP

Search results flow from InfoTrack to LEAP as matter-linked documents. Land Registry title plans, local authority search results, environmental reports, drainage and water searches, and SDLT calculations all file against the LEAP matter. Each result carries metadata: search type, order date, completion date, cost, and any adverse indicators.

Disbursement data posts from InfoTrack charges to the LEAP matter ledger. Each search type has its own cost and VAT treatment. The integration ensures correct categorisation — Land Registry fees are VAT-exempt while local authority search fees carry standard VAT.

Status data tracks searches from order to completion. LEAP users see the current status of pending searches without checking the InfoTrack portal.

Reconciliation data at month-end maps InfoTrack invoices against LEAP disbursement records, identifying discrepancies for the finance team.

The native integration

The native InfoTrack-LEAP integration is solid for standard workflows. Results return to matters, and basic disbursements post. For moderate-volume firms, it covers the core need.

Volume firms need more from the InfoTrack side: batch result processing when multiple searches complete simultaneously, conditional handling based on result content (adverse results need different treatment), and month-end reconciliation that validates every InfoTrack charge against a LEAP disbursement posting.

What Formulaic builds

Formulaic builds an enhanced processing layer on the InfoTrack side of the integration. The system adds intelligence to how search results flow into LEAP.

Result categorisation tags each document with its search type, creating a structured matter file rather than a flat list of attachments. Fee earners immediately see which searches have returned and which are outstanding.

Adverse result detection flags environmental risks, flooding indicators, and other negative findings. These create tasks in LEAP for the fee earner to review before the matter progresses. This is a compliance safeguard — ensuring that adverse results receive attention rather than being overlooked in a batch of routine returns.

Workflow triggers advance LEAP matters when search packages complete. If all searches in a conveyancing bundle return clear, the matter advances to report-on-title automatically. If any search returns adverse, the matter pauses at a review stage.

Disbursement reconciliation runs monthly, matching InfoTrack invoices against LEAP postings. The report shows missing postings, incorrect amounts, and unmatched charges.

Formulaic’s deployment data shows that enhanced InfoTrack processing saves volume conveyancing firms 8-12 minutes per matter in search result handling and reduces adverse-result oversight incidents to near zero.

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	Manual categorisation	N/A	Auto-tagged and validated
Customisation	None	N/A	Full — categories, triggers, reconciliation
Compliance	Adverse results may be missed	N/A	Flagging baked in
Maintenance	You	N/A	60-day warranty

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 InfoTrack connect to LEAP? Yes, natively. Custom builds add categorisation, workflow triggers, and reconciliation.

How much does an InfoTrack to LEAP 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.

Does it handle bulk search results? Yes. Multiple results batch-file with correct categorisation.

Can search results trigger LEAP workflow steps? Yes. Completed search packages advance matters automatically.

Does it reconcile InfoTrack invoices? Yes. Monthly reports match invoices against LEAP disbursements.

Does it flag adverse results? Yes. Environmental risks and other negative findings create review tasks.

Does it handle both conveyancing and PI searches? Yes. Search type categorisation covers property searches, insurance database lookups, and other InfoTrack services.