InfoTrackPortal

Leading client onboarding solution

Speed up your onboarding, enhance your client experience

Acquire more business, streamline your client onboarding experience and manage ongoing communication with InfoTrack Portal.

How does it work?

InfoTrack Portal is a digital solution, available to all InfoTrack clients. Designed to suit your firm’s unique onboarding needs, and make the client experience seamless, you gain total visibility over your pipeline and total control over your onboarding experience.

How InfoTrack Portal can support your firm

From the moment a lead lands, until a new matter is created, InfoTrack Portal keeps your pipeline, quoting and client communication in one connected view.

Manage your firm's pipeline

Quoting, simplified

Ongoing client communications

End-to-end solutions

Manage your firm's pipeline

Quoting, simplified

Ongoing client communications

End-to-end solutions

Manage your firm's pipeline

Quoting, simplified

Ongoing client communications

End-to-end solutions

Manage your firm's pipeline

Quoting, simplified

Ongoing client communications

End-to-end solutions

Key benefits

InfoTrack Portal simplifies the entire client onboarding process. From generating intake forms to sending quotes, all your critical steps are streamlined into one workflow.

Customisable

Desktop and mobile friendly

Secure document sharing

InfoTrack’s trusted infrastructure

Chat with clients

One platform experience

Build trust from your first interaction

Our intelligent platform provides your firm with a fully tailored solution to match your firm’s reputation.

We understand the importance of having a reliable and simplified, client onboarding experience from the very first interaction. With InfoTrack Portal, your clients are nurtured the entire way through the pipeline, and at the critical point of conversion, you can add client testimonials to your PDF quote.

Start using InfoTrack Portal

See how your firm can benefit from innovative solutions

Empower your firm with time-saving automation

InfoTrack Portal is a digital first solution designed to boost pipeline productivity and grow your business. Save time by setting up workflows to capture and convert leads, send quotes, share documents and build better relationships with your clients.

Lead management: Get automatically reminded when you have outstanding items or notifications, so no prospects get missed.
Effortless client reminders: Easily prompt your clients to complete outstanding items with automated reminders.
Seamless matter creation: Create and sync basic matter details automatically through our LEAP integration, reducing manual data re-entry.

FAQs

What is InfoTrack Portal?

InfoTrack Portal is a intake and matter onboarding solution available to all InfoTrack clients. It helps firms manage their pipeline, generate quotes, and communicate with clients before and after a matter is opened.

Does InfoTrack Portal integrate with LEAP?

Yes. InfoTrack Portal already offers matter integration with LEAP, and more PMS integrations are currently in development.

Is client data kept secure and where is it stored?

All communication and document sharing between your firm and clients happens in InfoTrack’s secure environment, with data hosted and managed in Australia.

InfoTrackPortal

Speed up your onboarding, enhance your client experience

How does it work?

How InfoTrack Portal can support your firm

Manage your firm’s pipeline

Quoting, simplified

Ongoing client communication

Access to InfoTrack’s end-to-end solutions

Manage your firm’s pipeline

Quoting, simplified

Ongoing client communication

Access to InfoTrack’s end-to-end solutions

Key benefits

Build trust from your first interaction

Start using InfoTrack Portal

Empower your firm with time-saving automation

FAQs

Quick Links

InfoTrackPortal

Start using InfoTrack Portal

Speed up your onboarding, enhance your client experience​

How does it work?

Start using InfoTrack Portal

How InfoTrack Portal can support your firm

Start using InfoTrack Portal

Manage your firm’s pipeline

Quoting, simplified

Ongoing client communication

Access to InfoTrack’s end-to-end solutions

Manage your firm’s pipeline

Quoting, simplified

Ongoing client communication

Access to InfoTrack’s end-to-end solutions

Key benefits

Build trust from your first interaction

Start using InfoTrack Portal

Start using InfoTrack Portal

Empower your firm with time-saving automation

FAQs

Quick Links

Speed up your onboarding, enhance your client experience