InfoTrack to Smokeball_

Yes, InfoTrack connects to Smokeball through a native integration that delivers property search results into Smokeball matters. Smokeball is a growing practice management system popular with smaller UK and Australian law firms, known for its automatic time recording and document automation features. Formulaic builds the enhanced workflow layer — result categorisation, adverse result detection, and disbursement reconciliation — for conveyancing firms using Smokeball that need to process searches at volume.

Short answer: Yes, InfoTrack connects to Smokeball natively. Formulaic builds enhanced result categorisation, disbursement reconciliation, and workflow triggers beyond the native integration.

What data moves between InfoTrack and Smokeball

Search results flow from InfoTrack to Smokeball matters as documents. Land Registry title plans, local authority searches, environmental reports, drainage results, and SDLT calculations file against the matter with metadata.

Disbursement data posts search costs to the Smokeball matter. Each search type carries its cost and VAT treatment. The integration categorises these correctly for billing and reconciliation.

Status updates track pending searches within Smokeball. Fee earners see which searches are outstanding without switching to InfoTrack.

Smokeball’s automatic time recording can capture the time spent on search-related activities. The integration supports this by logging search ordering and result review activities as matter time entries.

The native integration

Smokeball’s native InfoTrack integration handles search ordering and result delivery for standard workflows. For small firms handling 10-20 conveyancing matters per month, the native integration is adequate.

Volume firms — those handling 50+ matters — need enhanced processing: automated result categorisation, adverse result flagging, workflow triggers that advance matters based on search outcomes, and month-end reconciliation.

Smokeball’s workflow templates provide a foundation. A custom integration extends these by connecting search outcomes to workflow progression — advancing matters when searches clear, pausing when adverse results need review.

What Formulaic builds

Formulaic builds an enhanced search processing layer between InfoTrack and Smokeball. The system adds categorisation, detection, and reconciliation to the native result delivery.

Result categorisation tags each document by search type. Adverse result detection flags risks and creates tasks. Workflow triggers advance Smokeball matters through their conveyancing stages based on search completion status.

Disbursement reconciliation runs monthly, matching InfoTrack invoices against Smokeball postings. The report identifies missing or incorrect entries for the finance team.

Smokeball’s document automation features complement the integration. When searches complete, the system can trigger Smokeball’s document assembly to generate reports on title or property information forms using the search data.

Formulaic’s deployment data shows 8-10 minutes saved per matter in search handling for volume conveyancing firms using Smokeball.

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
Customisation	None	N/A	Full — categories, triggers, reconciliation
Compliance	Manual checking	N/A	Flagging and audit trails
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 Smokeball? 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.

Does it flag adverse results? Yes. Environmental and other risks create tasks for fee earner review.

Does it reconcile disbursements? Yes. Monthly reports match invoices against Smokeball postings.

Can it trigger Smokeball document automation? Yes. Search completion can trigger document assembly for reports on title and other conveyancing forms.

Does Smokeball work for conveyancing? Yes. Smokeball includes conveyancing workflow templates that the integration enhances with search-driven progression.

Can I customise which searches are ordered? Yes. Search bundles are defined by transaction type and applied automatically.