Proclaim integrations_

Proclaim integrates with InfoTrack, Microsoft 365, DocuSign, and selected reporting tools through its native integration library and built-in workflow engine, developed by Eclipse Legal Systems for UK volume legal work. With dominant market share in personal injury, conveyancing, clinical negligence, and debt recovery, Proclaim’s workflow engine handles case progression, document generation, and task assignment internally. For workflows that connect multiple external tools from a single trigger, replace expensive SaaS subscriptions, or automate MI reporting the native library doesn’t cover, Formulaic builds custom Proclaim integrations with no marketplace limits.

Short answer: Proclaim has native integrations with InfoTrack, Microsoft 365, and DocuSign, plus a powerful built-in workflow engine. Formulaic builds custom integrations that orchestrate 5+ tools from one trigger, automate MI reporting pipelines, and replace SaaS subscriptions with systems your firm owns.

What we build that native integrations can’t

Proclaim’s workflow engine is its strength — case progression rules, automated document generation, task assignment, and deadline tracking all run within the platform. Native integrations handle one-to-one connections to InfoTrack and Microsoft tools. But your firm’s actual workflows span more systems than that.

A PI firm processing 500+ claims per month needs new referrals to trigger case setup in Proclaim, create a DMS folder with the correct structure for the claim type, notify the assigned handler in Teams, send a client care letter for signature, schedule a medical appointment, and log the referral source for MI reporting. That’s one event, six systems, zero manual steps. No native integration does this. We build it.

A conveyancing operation running volume work needs property search results from InfoTrack filed automatically against the correct case, title reports pre-populated from search data, exchange checklists triggered by milestone completion, and daily MI reports pushed to Excel dashboards showing pipeline status, search spend, and completion rates. Proclaim’s workflow engine handles the internal steps. The external orchestration is custom.

Multi-tool orchestration

The firms we work with don’t need “Proclaim to X.” They need “when Y happens in Proclaim, everything else takes care of itself.”

Examples of what a single custom integration handles:

• New PI claim registered → DMS folder created with claim-type template, handler notified in Teams, client care pack generated, medical agency instructed, referrer acknowledgement sent, MI dashboard updated
• Property searches returned → results filed against case, report on title populated, completion forecast updated, fee earner notified, client milestone update sent
• Court deadline approaching → handler notified in Teams, backup assigned, bundle checklist generated, counsel briefed, client updated
• Case settled → final bill prepared, disbursements reconciled, client account closure initiated, referrer outcome reported, MI updated

Each of these replaces 15-30 minutes of manual work per occurrence. At 500+ cases per year, that’s thousands of hours recovered.

Replace SaaS, don’t just integrate it

Volume legal firms running Proclaim often accumulate separate tools for MI dashboards, client progress portals, referrer reporting, and document scanning workflows. Some of those tools do one thing you actually use.

We’ve seen PI firms paying for a standalone MI dashboard, a separate referrer portal, and a third-party scanning workflow — when a single custom system connected to Proclaim handles all three. Built for their case types, owned by them, with no per-seat licensing.

The question isn’t “how do we connect all these tools.” It’s “which of these tools can we replace with something better and cheaper that connects to Proclaim natively.”

We start with the audit: map your current stack, identify what’s redundant, and propose what to build vs what to keep.

How we approach Proclaim integrations

1. Audit your stack — we map every tool connected to Proclaim, how data flows between them, where the manual steps live, and what’s costing you the most time or money. Two weeks.

2. Design the system — not “which tools to connect” but “what should happen when X occurs.” We design around your case types and workflows, not around tool limitations. The output is a build spec with clear scope.

3. Build and deploy — direct API integration with Proclaim. No middleware, no Zapier, no per-task fees. The system connects to your infrastructure, complies with SRA requirements, and runs with full error handling and monitoring. You own the source code.

No marketplace limits

We don’t need official connectors or pre-built integrations. If a tool has an API, a database, a webhook, or even a CSV export, we can connect it to Proclaim. We set the rules. We define the logic. We build exactly what your firm needs.

That includes MI tools Proclaim’s native library doesn’t support, government portals like MyHMCTS and the MOJ Portal, medical agency systems, referrer platforms, and internal systems your firm has used for years.

Compliance across jurisdictions

Every custom Proclaim integration we build accounts for the regulatory environment your firm operates in. For UK firms: SRA Accounts Rules compliance, client/office account separation, UK GDPR data handling, data residency on UK infrastructure, and Claims Management Regulator requirements where applicable. Proclaim’s primary market is UK-based, 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 architecture from day one. Audit trails, access controls, encryption, and data residency 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 litigation bundle preparation systems that connect to Proclaim.