InfoTrack integration for InTouch
Order conveyancing searches from your InTouch matter
Order searches from the matter and keep everything in one workflow. Track progress, receive results back on the file, and kick off SDLT and AP1 with less typing.
All your searches in one place
Order searches from the case
Order common searches like local authority, environmental, drainage and water, and coal mining reports, plus HM Land Registry searches when you need them.
See live status
Check what is ordered, pending, or complete without jumping between systems. Optional alerts if you want them.
Results come back to the matter
Reports and certificates arrive back in InTouch. They land on the correct matter with clear names and timestamps, so anyone can follow the story.
Costs can post to the case
Map provider fees once. InTouch can post them to disbursements or ledgers the way you like to work.
Handle SDLT and AP1 with less effort
InfoTrack supports digital SDLT and AP1. Their system pre‑populates a lot of the form and runs smart checks to reduce slip ups. You kick this off from InTouch and keep the file tidy.
Why firms choose InfoTrack
Used across the industry
InfoTrack supports over half the conveyancing market, with around 25,000 users across England and Wales relying on it each day.
Recognised for innovation
InfoTrack is a multi award winning provider, including the King’s Award for Enterprise in the innovation category, the highest business award in the UK.
Land Registry built in
Search HM Land Registry, pull titles and deeds, and use mapping to pinpoint the property.
AP1 with checks that reduce mistakes
Digital AP1 includes validations that flag issues before you submit, which helps cut down on requisitions.
Post completion in one view
A dashboard brings together SDLT, OS priority and AP1 status so you can see what still needs attention.
Built to work with InTouch
When you order a search from a case in InTouch, InTouch fills in the details for you. InfoTrack sends the results back to that same case, and InTouch can add the fees to the right cost lines.
Automated filings in one place [infographic]
Use the InTouch x Infotrack integration to automatically file:
The search pack and certificates.
Status updates.
Timestamps and a full audit trail.
The cost line if you choose to post it automatically.
Switching to InTouch? Keep your InfoTrack account
Thinking about moving to InTouch? You don’t have to change search providers. If your team already uses InfoTrack, keep your account. Connect it once in InTouch and carry on ordering from the case.
Keep the InfoTrack login your team already knows
Keep using the same search bundles and pricing in InfoTrack
Link InfoTrack to InTouch once in settings, then order searches from new InTouch matters as normal
If you want older search results in InTouch, you can store those documents there too, using your usual document upload or filing process
APIs and webhooks to connect anything else
Need something specific? Enterprise customers can use our API and webhooks to connect InTouch with other systems and automate steps around key matter events. Trigger actions in InTouch from external tools, or trigger external workflows when something changes on a matter.
For example:
When search results are received on a matter, automatically create a review task, notify the fee earner, and send a short client update by email or SMS
When a matter reaches key milestones (searches ordered, results received, ready to exchange, completed), update your CRM or pipeline stage and post an internal Teams or Slack alert
FAQs
How do I connect my InfoTrack account to InTouch?
We connect the accounts, all you need to do is sign in once and start ordering!
Which InfoTrack services work in InTouch such as conveyancing searches, SDLT and digital AP1?
You can open InfoTrack from an InTouch matter to order conveyancing searches like local authority, environmental, drainage and water, and coal mining where needed. You can also run post completion steps like SDLT and digital AP1.
Does InTouch prefill InfoTrack forms from the matter details?
Yes. InTouch sends the key matter details to InfoTrack so you do not need to type them in again.
Do InfoTrack results and certificates auto file back to the InTouch matter?
Yes. When the order completes, the results are returned to the same InTouch matter and saved to the file.
Does the integration cover HM Land Registry items like titles, deeds and searches?
Yes. You can access HM Land Registry items through InfoTrack, and the documents can be saved back onto the InTouch matter.
Does the integration support OS1 and OS2 priority searches through InfoTrack from InTouch?
Yes, if OS1 and OS2 are enabled on your InfoTrack account. You can start them from the matter and keep the results saved back to the file.
How are InfoTrack fees and disbursements posted to our ledgers in InTouch?
Yes
Can we keep our InfoTrack bundles and pricing when we move to InTouch?
You keep using your existing InfoTrack account, so bundles and pricing stay under your agreement with InfoTrack.
What data security and retention does InfoTrack offer, for example ISO 27001?
InfoTrack states it uses AWS infrastructure described as ISO 27001 compliant and that data is stored for seven years. For full detail, refer to InfoTrack’s published security information.