InfoTrack: Beyond the checklist

From 83,000 PDFs to one smart workspace: enquiries made simple, clear, and compliant.

For conveyancers across the UK, enquiries remain the most frustrating stage of a property transaction. Too often they are irrelevant, non-compliant, or duplicated. The result? Weeks lost to unnecessary back-and-forth, clients left waiting, and teams stuck trawling through emails instead of progressing files.

But enquiries are also essential. They safeguard clients, protect against risk, and ensure nothing is overlooked before completion. The challenge for firms is how to preserve that rigour without allowing enquiries to become the bottleneck.

That’s the problem InfoTrack set out to solve, and judging by the momentum since the June 2025 relaunch of Enquiries, the profession is ready for change. More than 7,000 workspaces have already been created in just a few months, as firms look for a smarter, more collaborative way to manage this critical stage. We’ve read over 83,000 sources this year alone, that’s 83,000 pdfs that solicitors haven’t had to read front to back to find problems to raise with the other side

Why enquiries stall transactions

The traditional email-driven process is where delays begin. Questions are raised in long lists, sent across, and then tracked manually. Responses are buried in chains, updates are missed, and visibility drops when a fee earner is away. Inconsistencies creep in as every solicitor has their own style and approach.

It’s not just an efficiency issue. Poor enquiry management increases compliance risk, can sour relationships with counterparties, and puts client satisfaction on the line.

Building enquiry intelligence

The first step to fixing the process is to bring structure. InfoTrack’s content team has developed over 1000 enquiry rules across TA forms, registers, searches, contracts, and LPE1s. These rules underpin the platform’s suggestions, ensuring that enquiries are relevant, consistent, and aligned to best practice.

This isn’t generic AI producing questions. The rules themselves are written and continually refined by specialists. If patterns show that a suggested enquiry is repeatedly discarded, the rule is removed. That human oversight ensures quality is always prioritised over volume.

Enquiries in practice

So how does this look in a live matter?

Documents already ordered through eCOS, searches, or contracts are read automatically. Additional documents can be uploaded at any stage. The platform then suggests enquiries based on missing or conflicting data between the available information sources, using our rules, which the solicitor can review, deciding whether to then accept or discard these proposals.

Each workspace consolidates everything in one secure location: enquiries, responses, documents, and status tracking. A live counter shows what has been raised, resolved, and remains outstanding. And because the workspace is shared, colleagues can step in seamlessly if a fee earner is on leave, maintaining visibility and continuity across the team.

Questions from conveyancers

During our recent webinar, practitioners asked the questions that matter most:

How does this save time? By centralising enquiries and responses, the workspace eliminates duplication and makes progress transparent. Solicitors can see what’s been answered, and what remains.

What about costs? Purchase workspaces are free when searches or onboarding are completed through InfoTrack. Seller workspaces are free if a register or contract has already been ordered, with a charge of £21 applying otherwise.

Does it work for non-standard cases? Yes. New builds or unusual matters can be supported by uploading additional documents. The system will continue to suggest enquiries based on the updated information

What’s next? Upcoming enhancements include the ability to read and integrate enquiry responses received and a solicitor portal that enables counterparties using InfoTrack to collaborate directly within the same workspace.

A smarter way forward

For conveyancing teams, the benefits are immediate:

• Efficiency: Faster drafting and tracking with less manual administration.
• Visibility: Counters and outstanding tabs give instant clarity on progress.
• Collaboration: A consistent format improves communication between buyer and seller solicitors.
• Compliance: Rules are continually updated to reflect best practice and lender requirements.

The bigger picture is even more compelling. Clients gain faster completions and clearer updates. Firms reduce the risk of missed information. And the profession moves closer to the consistency that regulators, lenders, and consumers increasingly expect.

Key takeaways

• Over 1,000 enquiry rules have been created to ensure relevance and best practice.
• More than 7,000 workspaces have been launched since June 2025, showing rapid adoption.
• Workspaces save time, reduce risk, and improve visibility across teams.
• Further innovations, including lender-specific enquiries and automated response handling, are on the horizon.

The enquiry process has long been a source of frustration in conveyancing. But it doesn’t have to be. By combining structured rules, centralised workspaces, and collaborative tools, firms can finally move beyond the cycle of bad enquiries – towards transactions that are faster, clearer, and more predictable for everyone involved.

Visit InfoTrack or speak to the team today.

Kindly shared by InfoTrack