InfoTrack’s File Importer enables users to select files held within the matter to be accessed, removing the hassle of saving to desktop, renaming, and uploading. Preventing the risk of misplaced or misfiled documents, all results are returned directly to the matter in Linetime.
Further enhancement ensures posting slips can be generated with the full transaction-related order information and posted directly to the client ledger on order or await approval on a line-by-line basis, reducing manual errors and missed disbursements. Built to optimise conveyancing workflows, the integration is already being embraced by Catteralls and Rogers and Norton Solicitors.
Kerry Ridley, Practice Manager at Catteralls comments, “This integration makes life so much easier. It provides us with access to a suite of products that address the issue of time and resource. The Land Registry integration is particularly valuable. We were wary initially of promises relating to an integration, but the process was simple, and the results have been very positive for our firm. The smooth delivery was achieved by efficient communication with our case management provider. We have immediate access to property reports, Land Registry and SDLT services which is already saving us lots of time, and all costs returned to the ledger within Linetime reduces errors and missed disbursements.”
Bruce Faulkner, Director at Rogers and Norton Solicitors adds, “I wish this integration had been available years ago. Conveyancing continues to be very busy, but the integration is saving our conveyancing and accounts teams huge amounts of time. We’re not having to re-enter information and with costs coming back to the ledger automatically it ensures we don’t miss any payments when billing, which will save us writing off expenditure going forwards. It’s a fantastic enhancement to the software, and between Linetime and InfoTrack, we can clearly see the benefits of performing end-to-end conveyancing processes digitally.”
Speaking about the importance of integrations to firms, Scott Bozinis, CEO of InfoTrack says, “Firms working within a CMS must look to integrate, especially with the shift toward flexible working arrangements. More firms now operate early in the morning and late into the evening. Integrations by InfoTrack ensure activities by individual users are simple and accessible, but also recorded using automation, ultimately reducing errors and increasing productivity. These enhancements are fantastic for all parties progressing through a conveyancing transaction.”
Adam Bullion, General Manager of Marketing at Linetime says, “Firms using the integration are experiencing the benefits across all aspects of the conveyancing journey from instruction to post-completion. We have been particularly impressed with InfoTrack’s Property Report and eCOS; products which both solve a lot of challenges that firms have been facing for some time. These enhancements apply real value to InfoTrack’s offering within an integration, full of digital conveyancing products, meaning firms are focused on managing the business and not the software.”