LEAP to InfoTrack_

Yes, LEAP connects to InfoTrack through a native integration that allows conveyancers to order property searches directly from within the LEAP interface. LEAP’s InfoTrack integration is one of the stronger native connections in the UK legal PMS market. Formulaic builds the additional workflow layer for volume conveyancing firms that need automated search bundling, advanced result categorisation, and month-end disbursement reconciliation beyond what the native integration provides.

Short answer: Yes, LEAP has a native InfoTrack integration for property searches. Formulaic builds automated result filing, disbursement posting, and status tracking beyond what the native connection provides.

What data moves between LEAP and InfoTrack

The integration handles the full conveyancing search lifecycle. Matter data from LEAP — property addresses, client details, matter references, transaction type — pushes to InfoTrack to pre-populate search order forms. Search results flow back as documents filed against the LEAP matter: Land Registry title plans, local authority searches, environmental reports, drainage and water results, and SDLT calculations.

Status updates track each search from order to completion. A local authority search may take weeks; the integration surfaces the current status within LEAP so fee earners avoid checking the InfoTrack portal separately.

Disbursement data posts search costs to the matter ledger. Each search type carries its own cost and VAT treatment. The integration categorises these correctly, distinguishing between VAT-standard search fees and VAT-exempt Land Registry charges.

Invoice reconciliation data maps InfoTrack monthly invoices against the disbursements posted in LEAP. This supports month-end reconciliation and identifies any discrepancies between what was ordered and what was billed.

The native integration

LEAP’s native InfoTrack integration is solid for standard workflows. Fee earners can order searches from within the matter, results file back, and basic disbursements post to the ledger. For firms handling a moderate volume of conveyancing — 20-40 matters per month — the native integration covers the core workflow.

Where volume firms need more: automated search bundling based on transaction type (residential purchase, leasehold, new build), conditional search ordering triggered by matter stage changes, adverse result flagging that creates tasks for the fee earner, and month-end reconciliation against InfoTrack invoices. These are the workflow automation steps that sit between individual search orders and efficient firm-wide management of conveyancing disbursements.

The native integration handles the transaction. A custom build handles the workflow.

What Formulaic builds

Formulaic builds a conveyancing workflow engine on top of the LEAP-InfoTrack connection. The architecture adds business logic to the native search ordering capability.

Search bundling defines packages by transaction type. When a residential purchase matter reaches the search stage in LEAP, the system orders the standard bundle: local authority, environmental, drainage, Land Registry, and chancel repair. Leasehold transactions add the freeholder enquiry. New builds add the new-build warranty check. The firm defines these packages once.

Result processing categorises returned documents by search type, tags them with the order date and return date, and files them in the correct matter folder. If an environmental search returns an adverse indicator, the system creates a task in LEAP flagging the fee earner to review the result before proceeding.

Month-end reconciliation matches InfoTrack invoices against LEAP disbursement records. The system identifies discrepancies — searches billed but not posted, or posted but not on the InfoTrack invoice — and produces a reconciliation report for the finance team.

Formulaic’s deployment data from volume conveyancing firms shows this workflow saves an average of 8-10 minutes per matter in search management overhead. For a firm handling 150 completions per month, that is 20-25 hours of recovered 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	Categorised and validated
Customisation	None	N/A	Full — search bundles, alerts, reconciliation
Compliance	Manual SRA checking	N/A	Disbursement audit trail 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 LEAP connect to InfoTrack? Yes. LEAP has a native integration for search ordering and result filing. Custom builds add search bundling, conditional ordering, adverse result alerts, and month-end reconciliation.

Does the LEAP InfoTrack integration post disbursements? Basic disbursement posting is native. A custom build adds categorisation by search type, correct VAT treatment, and reconciliation against InfoTrack invoices.

How much does a LEAP 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. The build includes search package design, result categorisation rules, alert configuration, and testing with live matters.

Does the integration handle Land Registry filings? Yes. Official searches, priority searches, title plans, and day-list searches are all supported through InfoTrack.

Does it comply with SRA Accounts Rules? Yes. Every disbursement maps back to the originating matter and search order with a complete audit trail.

Can I customise search bundles? Yes. Search packages are defined by transaction type. The firm decides which searches are included in each bundle, and the system applies them automatically.

Does it flag adverse search results? Yes. Environmental risk indicators, flooding alerts, and other adverse results trigger tasks in LEAP for the responsible fee earner.