Key benefits for your firm
Pre-population of dataWith automatic population of data direct from Clio into InfoTrack, this single source of truth minimises the risk associated with using multiple systems, enhancing compliance across your firm and eliminating time spent re-keying. All relevant fields are mapped with information pulled directly from Clio.
Financial integrationPosting slips can be generated with the full transaction-related order information and either posted directly to the client ledger on order or await approval on a line-by-line basis.
Document returnAny searches, documents or information ordered via InfoTrack will be automatically attached to the relevant matter in Clio. No need to copy and paste or risk losing documents within your downloads folder or Outlook. Only see the information you need with in-built logic, for an exceptional user experience.
How InfoTrack UK works with Clio
InfoTrack uses unique, seamless, two-way integration to pull information directly from Clio through to our platform, avoiding manual re-keying of information, thus reducing the possibility of human error and maintaining consistency across the platform.
By integrating Clio with InfoTrack, law firms are able to place all their search orders and keep track of all their key conveyancing tasks from one place.
No more accessing a separate system and keying in usernames and passwords. Integration between Clio and InfoTrack saves significant time and enhances compliance with all information from the matter automatically pre-populating the search fields within InfoTrack.
Integrations from InfoTrack are delivered using standard or native functionality to provide a consistent, seamless user experience and peace of mind with complete compliance of all end-user agreements.
More information can be found here.