Practice Management Integration

Streamline administrative tasks and optimise workflows

Integration Support Guides

Access our support guides for comprehensive self-help assistance

Partner Network

Discover an ecosystem of trusted partners designed to support your matters

InfoTrack Connect

Allows suppliers to connect their products and services with the InfoTrack Ecosystem

News and Insights

Find out the latest industry updates

AML/CTF Training

Take on compliance with confidence

Events and Webinars

Take your professional development to the next level

Cyber Security Awareness Training

Build your cyber resilience

Property Market Update

Discover leading edge property insights

InfoTrack on Claude Cowork

Access InfoTrack directly inside Claude Cowork

Monthly digest covering the latest news for legal and conveyancing industries.

Learn more about who we are and what we do

Find out who drives InfoTrack's innovation and strategy

Be a part of our award-winning culture

Featured media releases and mentions

Get in touch with a member of our team

Showcasing our people, solutions and service

Discover our award-winning technical innovations.

Practice Management Integration

Integration Support Guides

InfoTrack Connect

Next Gen Integration

News and Insights

Events and Webinars

AML/CTF Training

Cyber Security Awareness Training

Property Market Update

InfoTrack on Claude Cowork

Client Portal

The Client Portal is a secure interface where your clients will receive tasks that are requested by you.

InfoTrack has developed a Client Portal to streamline communication with your clients to provide a customised experience that reflects your brand. 

Through the Client Portal, your client can view, track, and complete any outstanding tasks requested by you – all within a secure, two-factor authentication protected user interface. Instead of multiple emails, your client receives one centralised communication covering all requests, creating a more efficient and seamless experience.

Your logo and firm name are prominently and consistently displayed within emails and the user interface, ensuring a continuous brand experience for your client.

Start using the Client Portal

See how your firm and your clients can benefit from innovative solutions

Benefits and features of the Client Portal

Centralised communication

Clients receive a single email summarising all required actions in a clear and organised manner.

Custom branded experience

Your logo appears on all email communications and within the user interface, reinforcing brand identity.

Enhanced security and privacy

The Client Portal is protected with 2FA, ensuring only authorised users can access the interface.

Task management dashboard

You can efficiently track both pending and completed tasks through a single, intuitive dashboard.

Automated task completion

Tasks automatically move to the completed section once they have been actioned.

Cross-platform compatibility

The portal is optimised for both mobile and desktop devices, ensuring a seamless user experience across all platforms.