Which filing fields can be pre-filled from my integrated law software?

A list of fields that may be automatically pre-populated by InfoTrack

InfoTrack can pre-fill filing fields with information saved to some law practice management systems. This smart integration feature can save you significant time on each filing and reduce the risk of a costly error.

To do so, InfoTrack must be integrated with your preferred software and connected to the relevant matter.

Currently, there are some minor differences in which integrations are capable of pre-filling each field. For your reference, a comprehensive list of all known pre-filled fields is provided below.

 

Case information

Matter ID

  • Clio Manage
  • LEAP
  • MyCase
  • Smokeball

Filing State

  • Clio Manage
  • LEAP
  • Smokeball
     

Court information

Case Type

(Varies by location)

Division

(Varies by location)

Court Location

  • Clio Manage
  • LEAP
  • MyCase
  • Neos
  • Smokeball


Party information

Party Type

  • Clio Manage
  • LEAP
  • MyCase
  • Neos
  • Smokeball

Party Names

  • Clio Manage
  • LEAP
  • MyCase
  • Neos
  • Smokeball

Party Addresses

  • Clio Manage
  • LEAP
  • MyCase
  • Neos
  • Smokeball
     

Attorney information

Attorney Name (some California locations only)

  • Clio Manage
  • LEAP
  • MyCase
  • Smokeball

Attorney Address (some California locations only)

  • Clio Manage
  • LEAP
  • MyCase
  • Smokeball

Attorney Email (some California locations only)

  • Clio Manage
  • LEAP
  • MyCase
  • Smokeball

Attorney Bar Number

  • Smokeball


Document information

Document Name

  • Clio Manage
  • LEAP
  • MyCase
  • Smokeball

Filing Code (Florida and New York only)

  • Clio Manage
  • LEAP
  • MyCase
  • Smokeball

 

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