InfoTrack Customer Support

Navigating InfoTrack's "All Orders" screen

How to search for an order

Learn how certain InfoTrack integrations support the provisioning of new user profiles

How does InfoTrack automatically set up new users?

Learn how to navigate InfoTrack's summary of all fees incurred on your matter

Viewing your fee summary

Setting up your InfoTrack account with all users in the firm

How to add and edit users on your account

Set up your email client to deliver important notifications to your inbox

How do I add an email address to my safe sender list?

Creating, managing and integrating your InfoTrack account

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Create your account and invite the first people to your workspace.

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Update your plan, payment method, and invoices.