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InfoTrack logo InfoTrackLegal and conveyancing software

AI automation inside InfoTrack.

Keep InfoTrack. We put AI to work inside it, filing, chasing and drafting alongside the rest of your stack.

Book free AI audit See it work
Live in 1 to 4 weeks.
Works alongside
Smokeball logoSmokeballOutlook logoOutlookPEXA logoPEXAActionstep logoActionstepClio logoClioLawMaster logoLawMaster
Product in action

One email in. Filed, tasked and answered.

AI automation for InfoTrack means reviewed AI agents working inside InfoTrack: filing documents to the right client, raising the task and drafting the reply. It works through InfoTrack's own SignIT, SettleIT and VOI. Your data stays in InfoTrack.

Microsoft Teams
JH
Jess H.8:41 AM
@Horizon a client email just landed. Work it through InfoTrack and get the follow-up ready.
H
HorizonAPP8:41 AM
On it. Reading it now.
Client email read in Outlook✓
Search result summarisation for matter file✓
VOI request triage with client follow-up drafts✓
Reply drafted back to the client✓
Reply drafted in Outlook, held for your sign-off
InfoTrackDone
OutlookDone
PEXAConnected
ActionstepConnected
GlobalXConnected
SympliConnected
Explore connected software
First workflows

First workflows worth automating in InfoTrack.

Each one has a trigger inside InfoTrack, a reviewed AI step, and a person on the approval.

  • 01 Search result summarisation for matter file
  • 02 VOI request triage with client follow-up drafts
  • 03 Title search anomaly flagging
  • 04 Settlement readiness checklist updates
  • 05 Cost recovery summaries for matter billing
Product-specific AI

AI workflows that speak InfoTrack's language.

AI agents auto-populate InfoTrack searches and certificates from a Smokeball, Actionstep or Clio matter, kick off VOI workflows on the client mobile, and route contracts through SignIT for electronic signing. For conveyancing, agents prepare the ECOS Electronic Contract of Sale, exchange documents via Securexchange, and book SettleIT settlements - then write costs and disbursements back to the matter ledger.

By the numbers. 66% average reduction in administration across conveyancing transactions; 5 hours saved per matter using SettleIT. Integrates with 30+ practice management systems.

InfoTrack modules we work inside
SignITSettleITVOISecurexchangeECOSAML/CTF Compliance Centre
Other InfoTrack specialists in Australia
  • Smokeball and Actionstep (InfoTrack integration support)
  • Clio (InfoTrack integration support)

We are the AI layer on top of what they set up, not another InfoTrack implementer.

Often paired with

Software we build InfoTrack workflows alongside.

PEXA logoPEXA AI automationActionstep logoActionstep AI automationGlobalX logoGlobalX AI automationSympli logoSympli AI automation
Where to next

InfoTrack sits at the centre of legal and conveyancing teams.

Industry

AI automation for law firms and conveyancers

The full legal and conveyancing stack we work alongside.

 Service

AI integration services

Wire it into the rest of the stack.

Service

AI implementation services

Scope, build, test, hand over.

Service

AI workflow audit

Work out what to automate first.

Service

AI automation services

Admin, follow-up, reporting, documents.

Service

AI consulting services

Turn a vague AI mandate into a plan.
Common questions

InfoTrack AI automation, answered.

Can AI handle search result summarisation for matter file in InfoTrack?
Potentially. We first confirm what InfoTrack can safely make available, map the trigger and review point, and test the workflow with approved examples. Horizon can then prepare a review-ready result for a person before anything is sent or posted. Your team keeps the approval.
Does the AI work with InfoTrack features like SignIT and SettleIT?
The workflow can be designed around SignIT, SettleIT, VOI, Securexchange, but a product description alone does not prove direct access. We first confirm what your InfoTrack setup can safely make available. If a supported connection is unavailable, the first workflow can use approved exports or information already reaching another system. For context, InfoTrack reports 66% average reduction in administration across conveyancing transactions; 5 hours saved per matter using SettleIT. Integrates with 30+ practice management systems.
Can Horizon AI integrate with InfoTrack?
Potentially. We first confirm the supported access available in your InfoTrack setup. Depending on the provider and subscription, a safe first workflow might use an approved connection, an export or information already reaching another system. We agree the exact boundaries before any build.
Does Horizon AI replace InfoTrack?
No. InfoTrack remains the system your team uses. Horizon is designed around one approved workflow using whatever supported access or export is confirmed, and your team reviews every important result.
Which legal and conveyancing workflow should we automate first?
Start with a process that is repeated weekly, has a clear trigger and a clear output, and can be reviewed by a person before it affects a client, payment or compliance record. The discovery call applies this test to your team, checks the available access and safeguards, and identifies a useful first workflow.
The audit costs nothing

Put AI to work inside InfoTrack.

Tell us the InfoTrack job you would rather not do yourself.

Book free AI audit
30 min with our Director. No sales rep, no follow-up.