Integration with InfoTrack

InfoTrack has been the market leading technology company in integrated searching for the past 15 years. Our clients access InfoTrack via integration with several practice and document management systems including Elite 3E, Aderant, Affinity, MatterSphere, Worksite, Filesite and Interwoven. This allows our clients to improve their productivity, increase their profitability and stimulate their growth.

All our integrations are delivered using standard or native functionality within the practice and document management system. This provides a consistent, seamless user experience and peace of mind with complete compliance of all end user agreements.

Using integration, information from the matter you are working on will automatically pre-populate the search fields in InfoTrack. All completed search results will then be returned directly back to your matter and all related search costs will be captured in real-time on your client ledger. Your firm will also save money by completely avoiding search related disbursement write-offs.

Click here to find out more about the benefits of integration.

As an advisory firm, we always make sure to take the time to listen to our clients and understand their needs. We identified that we needed to partner with a search vendor to help deliver an improved experience for our clients. We selected InfoTrack as our search vendor of choice and not only rely on InfoTrack’s system, but also on their support team. The integration with Elite 3e is flexible and has saved us considerable time by making processes more efficient.

 

Sean Callaghan
National IT Director at PPB Advisory