InfoTrack and Clio Integration

Streamline your conveyancing processes with CMS integration between Clio and InfoTrack.

 

More efficient conveyancing processes with InfoTrack and Clio

Harness the power of seamless, two-way integration to manage all of your key conveyancing tasks to access a single source of truth. Increase your efficiency with CMS integration with InfoTrack and Clio.

No more accessing a separate system and keying in usernames and passwords. Avoid manual re-keying, reduce the possibility of human error, and maintain consistency across every matter. 

Features to increase productivity

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Pre-population of data 

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Automated document return 

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Financial integration 

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File importer 

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Web-based access 

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Data stored for seven years 

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Legal Case Management with Clio

Clio is the leading supplier of cloud-based legal case management and client relationship management software. Clio’s efficiency-boosting solutions (Clio Manage and Clio Grow) have been designed to meet your firm’s every need – no matter your sector, size or location. Whether you practise corporate law, family law, conveyancing, legal aid or any other practice area, Clio will give you the tools you need. Find out more about Clio today.

Why law firms love InfoTrack integrated with Clio

"The integration has played a big factor in allowing us to make our processes as efficient as possible, making life easier for us and our clients. It saves time and reduces the risk of error, all while helping to streamline our processes significantly. We would definitely recommend the InfoTrack integration with Clio to others."

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Melinda Smith
Vine Law

"We've had Clio since day one because we want technology to underpin everything we do, it's what clients now expect. The secure client portal that is included in Clio's case management offering, combined with the InfoTrack Digital Conveyancing Portal, means we can support our clients with no interruptions or delays."

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Natalie Foster
Foster Clay
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Clio Integration
Brochure
Discover more about how integration with Clio and InfoTrack can create better efficiency and risk management in your conveyancing process.
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How to run more efficient conveyancing processes with InfoTrack and Clio
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Discover how InfoTrack and Clio can revolutionise your conveyancing processes, making them more efficient and compliant.
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