Proclaim to InfoTrack_

Yes, Proclaim connects to InfoTrack through a native integration that lets firms order property searches and other legal searches from within Proclaim case management screens. Proclaim is the dominant case management system for UK personal injury and volume conveyancing firms. Formulaic builds the custom workflow layer that automates result categorisation, triggers case workflow advancement based on search outcomes, and reconciles disbursements at month-end.

Short answer: Yes, Proclaim has a native InfoTrack integration for property searches. Formulaic builds automated result categorisation, disbursement reconciliation, and workflow triggers for volume practices.

What data moves between Proclaim and InfoTrack

Case data from Proclaim pushes to InfoTrack: property addresses, client details, case references, and transaction types pre-populate search order forms. For PI firms, claimant details and incident information support specialist searches like ABI Motor Insurance Database lookups and medical record trace requests.

Search results flow back from InfoTrack as documents filed against the Proclaim case. Conveyancing results include Land Registry title plans, local authority searches, environmental reports, and drainage results. PI results include insurance database returns, address trace results, and Companies House searches.

Disbursement data posts search costs to the Proclaim case ledger. Each search type has its own cost and VAT treatment. The integration categorises these correctly — Land Registry fees are exempt; local authority search fees carry standard VAT.

Status updates track each search from order to completion. Proclaim users see current status without accessing the InfoTrack portal.

The native integration

Proclaim’s native InfoTrack integration handles search ordering and basic result filing effectively. For firms running standard conveyancing or PI workflows at moderate volume, it covers the core need.

Where volume firms need more: automated search bundling based on case type, conditional workflow triggers when results return (advancing the case to the next stage), adverse result flagging that creates supervisor tasks, and month-end reconciliation against InfoTrack invoices. These are the operational efficiencies that matter at 200+ cases per month.

Proclaim’s workflow engine is powerful — it can automate complex case progressions. A custom InfoTrack integration leverages this by feeding search outcomes directly into Proclaim workflows, advancing cases automatically when searches complete satisfactorily.

What Formulaic builds

Formulaic builds a workflow integration between Proclaim’s case management engine and InfoTrack’s search API. The system connects search outcomes to case progression.

Search bundling triggers the correct package based on case type. A residential conveyancing case orders the standard property search bundle. A PI case orders the relevant investigative searches. The firm defines packages once, and the system applies them when cases reach the search stage in Proclaim’s workflow.

Workflow triggers advance cases based on search outcomes. When all conveyancing searches return clear, the case moves to the report-on-title stage. When a PI insurance trace confirms cover, the case advances to the letter of claim stage. Adverse results halt the workflow and create supervisor review tasks.

Disbursement reconciliation matches InfoTrack invoices against Proclaim case ledger entries. The system produces a monthly reconciliation report identifying discrepancies — searches billed but not posted, or posted amounts that differ from invoiced amounts.

Formulaic’s deployment data from volume PI and conveyancing firms shows that workflow-triggered search integration saves 10-15 minutes per case in administrative handling and reduces the average case lifecycle by 2-3 days through faster search-to-action progression.

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 — bundles, triggers, 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 Proclaim connect to InfoTrack? Yes. A native integration handles search ordering. Custom builds add search bundling, workflow triggers, adverse result flagging, and reconciliation.

Does the integration handle PI searches? Yes. ABI Motor Insurance Database lookups, address traces, and other PI searches are supported alongside conveyancing property searches.

How much does a Proclaim 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 Proclaim workflow design, InfoTrack configuration, and testing with live cases.

Does it comply with SRA Accounts Rules? Yes. Every disbursement maps to the originating case with a complete audit trail.

Can it trigger Proclaim workflow steps? Yes. Search results can automatically advance cases to the next workflow stage or create tasks when results require review.

Does it handle bulk search ordering? Yes. Multiple cases at the search stage can have their search bundles ordered in a single batch, rather than processing each case individually.

Can I customise search bundles by case type? Yes. Each case type in Proclaim maps to a defined search package. The firm controls which searches are included.