Practice and Case Management

What to Expect

Our InfoTrack to Practice and Case Management system (PCMS) integration creates a seamless, automated link between the two platforms, eliminating manual data entry and connecting your entire conveyancing process. By synchronising orders, charges, eCOS data, and documents, this solution allows your team to manage matters more efficiently within a single, unified workflow. It supports OneAdvanced Legal PCMS as well as both of our legacy solutions, Partner for Windows (P4W) and Advanced Legal Business (ALB), helping your firm streamline conveyancing and onboarding tasks, accelerate transactions, and improve client services—all within a single, unified solution.

Why Integrate InfoTrack with PCMS? 

• Boost Productivity: Free your team from repetitive data entry by automatically syncing matter information between InfoTrack and PCMS. 
• Accelerate Transactions: Speed up the entire conveyancing process, from client onboarding to post-completion, with real-time data transfer.
• Improve Data Accuracy: Minimise the risk of costly errors by ensuring all orders, documents, and financial data are accurately reflected in your case files.
• Strengthen Compliance: Maintain a complete, time-stamped audit trail for all activities, providing full traceability for every matter. 
• Enhance Client Service: Deliver a faster, more transparent experience with a streamlined client onboarding process and improved document management. 

Key Capabilities 

This digital conveyancing integration automates the flow of critical information: 

• Orders: Automatically post order details from InfoTrack directly into the correct matter file in PCMS. 
• Charges and Disbursements: Map financial data, including disbursement fees, from InfoTrack to the relevant tables in PCMS for accurate billing. 
• eCOS Data Sync: Synchronise electronic Client Onboarding (eCOS) data, including signed forms and updated client details, back into your case management system. 
• Document Upload: Automatically file completed documents and forms from InfoTrack into the PCMS document history. 

How the Integration Works 

Our PCMS integration provides a direct, secure connection to the InfoTrack platform. Your team can launch InfoTrack from within the OneAdvanced Legal PCMS matter screen, with key data automatically populated to save time. When an order is placed or a form is completed in InfoTrack, the integration securely transfers the updated information and documents back into OneAdvanced Legal PCMS in near real-time. This creates a fully synchronised and auditable workflow, keeping your case files accurate and up to date without manual intervention.

Implementation and Prerequisites 

Getting started is straightforward. The integration requires an active licence for OneAdvanced Legal PCMS and an account with InfoTrack. Our team will guide you through the simple setup process, which involves configuring your firm’s InfoTrack API credentials within PCMS to establish a secure connection.