InfoTrack Integrations

Smokeball is your partner to drive your law firm into the future. As the industry’s leading cloud-based legal practice management software, Smokeball empowers you to run your firm specific to your area of law, with insights and tools that help you work smarter, not harder. From first client conversation to case closed, Smokeball’s platform gives you the resources you need to succeed, no matter how you bill or where you work, like: -automatic time tracking and invoicing -streamlined workflows for your specific practice area -extensive library of over 20,000 standard legal forms and documents -actionable reports that summarize your firm’s activities and highlight areas of opportunity. Founded in 2016 by leaders with over 20 years of legal technology experience, more than 50% of our staff are experienced lawyers and legal professionals who intimately understand the goals and challenges of our customers.

Schedule a demo with Clio—the leading cloud-based law practice management software trusted by over 150,000 legal professionals. Access your law firm securely from anywhere, and manage your work in one central system—with matters, contacts, billing, and everything you need in one place.

Actionstep’s flexible, all-in-one practice management software will take you every step of your journey as a growing mid-size law firm. Built in the cloud, with workflow automation at its heart, Actionstep transforms law firm productivity at every step. Actionstep’s flexible, easy to use software platform has unlimited scope to scale & evolve with you on your journey as a law firm. At Actionstep, we have deep respect for what lawyers do. Lawyers impact every milestone in our lives and businesses. We believe that when lawyers build truly efficient, modern practices, they do their best work for their clients. Actionstep provides a complete and configurable firm management system for law firms. Our software adapts, so you don’t have to. Workflows for legal process, client management & administration are built into our software. Automation runs throughout all our features to eliminate multiple entries, keep processes moving and reduce time spent on administration.

Access CRM equips sales teams with tools to win more business by enhancing collaboration and efficiency, optimizing close rates, and accelerating sales growth. Its market-leading accounting and ERP integration unlocks unique sales analysis, predictive intelligence, and efficiency gains across marketing, sales, and customer service teams. Data-driven clarity on your ideal customer profile leads to better leads with improved close rates, accelerating customer acquisition. Churn risk, cross-sell, and upsell tools ensure maximum customer lifetime value. Access CRM offers features such as integration with Mailchimp and Klaviyo, inquiry web forms, pipeline management with configurable workflows, a document library for proposal documents, a sales manager dashboard, and customer spending trends year-over-year. By connecting your accounting, inventory, or ERP system with Access CRM, data from each system remains in constant communication, enabling your team to work better together.

The all-in-one Osprey Approach legal software solution combines comprehensive case management, powerful practice management, legal accounting, and streamlined client management – enabling your firm to run a streamlined and profitable operation that exceeds client expectations. Improve efficiency, productivity, and profitability with an effective, centralised legal case management software that ensures regulatory compliance and reduces human errors. Osprey is a true end-to-end system that manages the case management lifecycle from initial query to completion. Our powerful, multi-device cloud-based software has helped thousands of lawyers to run a profitable firm and deliver excellent client care. With a comprehensive suite of features built into our software, all areas of your legal practice will be connected and streamlined to maximize success. Without time-consuming admin tasks, you can speed up the month-end processes and run a streamlined accounts department with ease.

The proven case management software that delivers on what it promises and beyond. With Visualfiles, business owners and investors can be confident they are implementing a proven solution that will reduce risk and deliver a rapid return on investment, in any business environment, supporting all volumes of activity, value of cases, and numbers of users. Your staff are your most valuable asset. Visualfiles helps you protect your investment in top talent by giving all your staff greater control over their productivity. Because business doesn’t stand still, neither does Visualfiles. In a competitive market, you need to find creative ways to help your business stand out from the competition. Go big and go home with flexible, powerful working. Visuafiles is the market leading business and legal process automation tool that supports any organisation keen to grow faster than their competition.

File documents in any California Superior Court or select Nevada courts without leaving your desk. Easily create orders by uploading your documents. Receive status updates and court-returned documents online. We handle all the logistics of getting your documents filed. Arrange the service of summons, subpoenas, and other documents in minutes. Order online and we’ll get the right professional, as required by law, right on it. Receive status notifications and proof of service online. Available across the entire United States. Add to your eFiling order or request separately by uploading your documents and we’ll print and deliver your filing within a day.

The heart of your business should always be the client. Great Legal Business Management Software automates and manages processes for operational efficiency, allowing you to concentrate on the needs of your clients. Access our highly experienced team of professionals and discover how Linetime empowers you to manage your business, not the software. Our dedicated software has been intricately designed and developed to enable your business the flexibility and customization you desire. We are also strong believers that the service that comes with your software is just as important. This is why our EvolveCommunity platform is dedicated to improving user proficiency. We’re only happy when clients are happy. It’s why we ensure our software delivers clear, measurable benefits.

Intouch Insight's powerful customer experience management (CEM) software helps brands drive business improvements through better experiences. Intouch makes it easy to collect, analyze, and action customer feedback from any source, including surveys, email, SMS, social media, online reviews, call center and more. 100s of integrations seamlessly combine feedback with data from any source, like CRM, POS, IoT sensors, mystery shopping, and more to provide a complete view of customer experience and business performance. The platform features unlimited role-based dashboards and a robust, AI-powered reporting engine with predictive analytics. The platform includes automated case management tools for responding to feedback and closing the loop with customers. Leveraging the platform's patent-pending technology, businesses can create an Action Campaign™ to drive action in the frontlines, make proactive improvements to CX, and measure the impact actions have on business metrics.

Our vision is to be the most respected legal technology provider by continuously exceeding expectations, globally. That is why we are reliable, reputable and responsible. We understand the road to perfection is an ever-evolving journey. It is why we provide Legal Business Management Software that is rich in features, compliant and comes with a first class service to ensure you and your firm have absolute competence within all aspects of our software. It is software for now and for your future. Crucial to law firms is a strategy that ensures a journey to the Cloud, thus enabling you to take advantage of evolving opportunities and work practices. That is why PracticeEvolve have launched a clear Pathway to the Cloud, offering Cloud Hosting and a Native Cloud solution, ensuring we provide our clients with the ability to move to the Cloud at their own pace.

OneAdvanced Legal is a cloud-native software portfolio designed to power modern law firms across the UK and Ireland. It helps firms streamline daily operations, improve productivity, and focus on delivering exceptional client service. Built on over 37 years of legal sector expertise, the platform combines practice management, finance, compliance, and optional embedded AI in one secure environment. OneAdvanced Legal is trusted by 86% of the UK’s Top 200 law firms and supports tens of thousands of legal professionals every day. The software is designed to meet UK-specific regulatory requirements, providing peace of mind and compliance by default. With UK-based support available 24/7, firms receive expert guidance whenever they need it. The platform scales with firms of all sizes, supporting growth, efficiency, and long-term success.

Is delivering consistent legal service a challenge in your business? How do you maintain quality of high margin work? How do you lower your costs on routine work? Over the last several years, there has been a dramatic shift in legal services delivery. Clients are demanding more for their money, AFAs are on the rise, and delivering work at a profit is a must! To be successful in this evolving market, firms need tools to increase their efficiency and ensure high quality work product. 3E MatterSphere ensures consistent, repeatable matter workflow processes that keep your teams working productively and profitably. 3E MatterSphere transforms matter management operations from end to end by providing a single, unified way to view and manage day-to-day activities, including clients, matters, workloads, tasks, and critical dates as well as all related documents, reference materials, and reports. Accessed within the familiar Microsoft® Office® environment.

Built on the Microsoft Dynamics Industry Application Platform, Peppermint CX365 provides a full suite of legal service applications designed to support high performing legal businesses. Enhance visibility and control, allocate and manage work more effectively. Create efficiencies to boost productivity and accelerate legal processes. Deliver enhanced client journeys that differentiate the firm. Identify, manage and maximize growth opportunities for your firm through a powerful CRM. Designed for the legal sector utilizing on-the-go functionality to encourage user adoption and drive customer centricity throughout your business. Build and maximize client relationships, manage bids, tenders and marketing campaigns efficiently and effectively. Comprehensive transaction and legal accounts functionality to facilitate efficient financial account management. Detailed, customizable real-time reports and dashboards providing deep business insight around time and cost data.

Save time and increase efficiency by automating routine tasks and improving accuracy & consistency across your firm with Access Legal software for case management. Embrace collaboration, agility and efficiency, knowing that your team can work anywhere and your solution is secure and futureproof. Become more efficient with an Access Legal case management system. Minimise admin and free your lawyers to do what they do best, drive better case outcomes. From creating a client file, recording time on a case and sharing documents with your clients, save time every step of the way, giving you more billable hours to drive value and deliver quality client service. Open clients and matters quickly by simply importing a client form. Accurate data recording with no double entry.

OneAdvanced Clinical Patient Management is a flexible software solution designed for urgent and unscheduled care environments. Previously known as Adastra, it equips healthcare staff with configurable and interoperable tools to deliver the correct course of patient treatment. The platform supports seamless clinical handovers, improving continuity of care across services. Built with full NHS CIS2 Authentication compliance, it ensures secure and streamlined access for healthcare professionals. Features such as patient care advice SMS and telephony integration help reduce call handling time and cognitive load. The software integrates with key NHS services, including booking, referral, and emergency systems. OneAdvanced Clinical Patient Management enables urgent care teams to work efficiently while maintaining high standards of patient safety.

LEAP streamlines workflows, saves time, and reduces clerical errors when producing forms, motions, and other case-related documents. LEAP’s single, integrated platform deploys real-time changes across all areas of your business. Simplify legal office IT and reduce legal office overhead. Save time on administrative tasks and reduce human clerical errors. Instantly create legal documents while enjoying the benefits of a mobile law office. Work from anywhere, anytime. Work with or without an internet connection and increase productivity by keeping everything you need to run your firm in one place. Collaborate on documents and case files, manage clients, work on accounting billing, and collect client payments all securely online from anywhere. Automatically record time on your client's calls and access cases, clients, and documents with a single sign-on for all your devices. Create, store, organize, track changes, and share legal documents via LEAP to become a true paperless law office.