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InfoTrack and Osprey integration optimises conveyancing workflows
Osprey clients can now access InfoTrack’s award-winning digital conveyancing platform via their case management system. Connected via seamless two-way integration, solicitors can optimise their conveyancing workflow end-to-end to digitalise internal processes; future-proofing their firm and exceeding client expectations.
Access a single source of truth with Osprey & InfoTrack
Creating a centralised solution for information, firms can manage a matter from initial enquiry to case completion through one system using InfoTrack and Osprey. Access to electronic client onboarding (eCOS), conveyancing searches, AML, indemnities, Property Report, and post-completion solutions means firms can enjoy the flexibility to scale without limitation. The digitalisation of conveyancing workflows ends reliance on traditional, slow, and costly paper files and posting.
Using a secure web portal, clients can be onboarded digitally via eCOS increasing law firms’ route to market and helping them meet client demand. Time-saving automation reduces solicitors’ workloads, avoiding re-keying information, and minimising errors by using data drawn from the matter, with all searches and services ordered through InfoTrack automatically returned to Osprey.
Craig Everitt, Partner Practice Manager at LDJ Solicitors says, “Implementing the InfoTrack and Osprey integration was an obvious
and beneficial decision for us. The entire process was quick and
straightforward. One of the key benefits is that orders and associated documents are automatically saved directly to the
case file, which greatly improves visibility and saves time. In
addition, the elimination of duplicate data entry has not only
saved us a lot of time too but has also reduced errors.”
The integration with InfoTrack will help us at Osprey to provide an enhanced software solution that will assist law firms to run a more efficient and streamlined operation that benefits the client service they provide. Helping them stay competitive, it reduces inefficient processes so firms can scale easily to take on more new clients to increase revenue and importantly profits.
Scott Bozinis, Chief Executive Officer at InfoTrack adds, “Partnering with Osprey provides solicitors with an effective way to manage their conveyancing workflow using automation to increase productivity. Our shared emphasis on using great technology to centralise information for accuracy and compliance, resulting in delivery of an excellent user experience for firms and their clients, made the integration an obvious choice.”
What have we learnt during the last 18 months that will shape the future of conveyancing?
Osprey Approach and InfoTrack’s Marketing Managers, Amy Bruce, and Bronwyn Townsend, discuss the process and behavioural changes that were forced upon conveyancing firms during the last 18 months and share their views on if – and how – they should be embedded into everyday practices.
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