InfoTrack to Proclaim_

Yes, InfoTrack connects to Proclaim through a native integration that delivers search results into case management screens. Proclaim dominates UK personal injury and volume conveyancing case management. The native integration handles result delivery and basic disbursement posting. Formulaic builds the enhanced workflow layer — result categorisation, adverse result detection, case workflow triggers, and month-end disbursement reconciliation that volume firms require.

Short answer: Yes, InfoTrack connects to Proclaim natively. Formulaic builds enhanced result categorisation, workflow progression triggers, and disbursement reconciliation for volume practices.

What data moves between InfoTrack and Proclaim

Search results flow from InfoTrack into Proclaim cases as documents. Conveyancing results include title plans, local authority searches, environmental reports, and drainage results. PI results include ABI insurance database returns, address traces, and Companies House searches.

Disbursement data posts from InfoTrack charges to Proclaim case ledgers with correct cost and VAT categorisation.

Status data tracks pending searches. Proclaim users see which searches are outstanding without checking InfoTrack separately.

Workflow trigger data connects search outcomes to Proclaim’s powerful case workflow engine. Clear search results can advance cases; adverse results pause the workflow for review.

The native integration

The native integration handles the basic flow well. For moderate-volume firms, it covers search ordering, result delivery, and basic disbursements. Proclaim’s workflow engine adds significant value — firms can build case progression rules around search completion.

Where volume firms need enhancement: automated result categorisation for efficient case file management, adverse result detection that creates supervisor tasks before cases progress, and month-end reconciliation between InfoTrack invoices and Proclaim ledger postings.

What Formulaic builds

Formulaic builds a processing layer that enhances how InfoTrack results integrate with Proclaim’s workflow engine.

Result categorisation tags documents by search type, creating structured case files. Adverse result detection flags environmental risks, flooding indicators, and negative insurance database returns. These create review tasks in Proclaim and can halt case workflow progression until a supervisor confirms the matter should proceed.

Workflow integration leverages Proclaim’s case stages. When a full search package completes with clear results, the case advances automatically. Partial completions update progress indicators. Adverse results trigger alternative workflow paths.

Disbursement reconciliation runs monthly, matching every InfoTrack charge against a Proclaim case ledger posting and producing a discrepancy report for the finance team.

Formulaic’s deployment data from volume PI and conveyancing firms shows 10-12 minutes saved per case in search handling, plus measurable reduction in adverse-result oversight incidents.

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 filing	N/A	Auto-categorised
Customisation	None	N/A	Full — triggers, categories, 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 Proclaim? Yes, natively. Custom builds add categorisation, workflow triggers, and reconciliation.

How much does it 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.

Can results trigger workflow steps? Yes. Search completion advances cases. Adverse results pause for review.

Does it handle PI searches? Yes. Both property and PI investigative searches are categorised appropriately.

Does it reconcile disbursements? Yes. Monthly reconciliation matches invoices against ledger postings.

Does it flag adverse results? Yes. Environmental risks and other negatives create tasks and can halt case progression.

Does it work with Proclaim’s workflow engine? Yes. The integration feeds directly into Proclaim’s case stage system.