Save time and money with the InfoTrack & Osprey integration
Start searching with InfoTrack today and get half price client onboarding services for six months. This means you’ll save 50% on:
- Onboarding forms including digital TA forms
- Digital ID checks
- Source of funds & source of wealth
- AML checks
Complete the form below to access the exclusive offer and start the integration
Complete the form below to access the exclusive offer and start the integration
Save time & money on every conveyancing transaction
New InfoTrack clients can access 50% off client onboarding services for six months, including digital ID, funds, and AML check, if they start searching today.
InfoTrack services
Osprey Approach and InfoTrack digitalise the conveyancing process so you can run a more profitable firm that focuses on the client, not administration.
Key benefits
Improved efficiency
The InfoTrack and Osprey integration provides firms with time-saving automations that improve profitability. Data stored in Osprey is pre-populated into the InfoTrack products to avoid re-keying data that can cause costly errors and inaccuracies.
Digitalise conveyancing
Modernise your client onboarding and conveyancing case management processes using the InfoTrack integration. Provide clients with a quick, effective, and transparent service using the digital tools in Osprey and InfoTrack.
Single source of truth
A centralised database ensures accuracy and compliance. InfoTrack uses the data already stored in Osprey and automatically saves completed reports and searches back into the matter history for full visibility of a matter in one platform.
Access your exclusive InfoTrack offer
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- What is InfoTrack?
InfoTrack is a software platform, that integrates with case management solutions, offering a suite of client onboarding, searches, and post completion services. They help to digitalise the conveyancing process to assure compliance and productivity. For more information, visit their website.
- How does the InfoTrack integration work?
InfoTrack is accessed through the Osprey conveyancing app so you can order and complete searches from within a single platform. When you access InfoTrack through Osprey, the necessary client and case data you hold within Osprey is securely sent to InfoTrack to complete the orders, this means you don’t need to re-key information into the InfoTrack order forms. You can order a range of services with InfoTrack including property searches and verification of identification. Once the order is complete the relating documents are automatically returned back to Osprey in the matter history against the related client and case.
- Can I order all my property searches with InfoTrack?
Yes, InfoTrack has a full suite of property searches available through the integration. You can also order a range of other checks and searches to complete your conveyancing cases, including digital AP1s, AML checks, property reports and more. More details can be seen above.
- What other services can I order through InfoTrack?
A variety of services can be ordered through InfoTrack using the Osprey integration. You can complete client onboarding searches and checks including VOF, VOI and AML. A host of other options such as lawyer checker, property reports and post-completion SDLTs can also be ordered. For full details see above.
- Do completed searches and reports automatically save back into the correct matter history in Osprey?
Yes, once complete, any documents relating to your order are automatically returned back to Osprey and saved in the matter history against your client and matter. You will also receive an email notification to confirm the completion of the order.
- How much does InfoTrack cost?
InfoTrack operates a pay-as-you-go model and are dependant on the products and services you order. Prices are confirmed when joining InfoTrack. You can simply get in touch with InfoTrack or we can happily put you in touch with one of our contacts to assist you.
- How much the does the integration cost?
You will need an account with InfoTrack to use the integration with Osprey. Once this is live, there are no additional costs to start using the integration so you can benefit from the powerful InfoTrack features and the seamless integration with Osprey without additional fees.
- Do you offer training on the InfoTrack integration?
All training is included in your Osprey Approach subscription costs, so we can assist you with the initial setup of the integration, as well as your day-to-day use. We also have online how-to guides and videos that you can access from the Osprey Academy, 24/7, to help you with set-up and support.
- How long does it take to get set up with InfoTrack?
Set-up time for InfoTrack and the Osprey integration can vary depending on your needs and training requirements. Typically, the fully integrated setup, which includes extensive training from both Osprey and InfoTrack, is be completed within 2-3 weeks, however it is possible for this to be reduced. Please get in touch for more information and we can provide a more accurate timescale based on your requirements.
Osprey integrates with your most loved business tools
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Upgrade your practice and case management system today, to Osprey, and make it easier to run your firm. Book an initial demo to see the software in action, get pricing details, and information on our implementation and data migration services.
