Integrations
Connecting and using InfoTrack with your primary legal software
37 articles
- Exploring the InfoTrack tab in your Clio matterHow to find and use the InfoTrack app tab in Clio Manage
- Troubleshooting your Clio Manage integrationIdentifying and fixing problems between Clio Manage and InfoTrack
- How to place an order with InfoTrack through Clio ManageConnecting, filing, and syncing with Clio and InfoTrack
- How to create an account using Clio single sign-on (SSO)Connecting your Clio account with InfoTrack through SSO
- Setting up the integration with Clio ManageHow to connect your Clio Manage and InfoTrack accounts
- How to place a DocketSync order through LEAPSynchronizing docket information in New York and New Jersey
- How to place an order with InfoTrack through LEAPConnecting, filing, and signing with LEAP and InfoTrack
- Setting up the integration with LEAPConnecting your LEAP and InfoTrack accounts to get started
- Setting up the integration with Smokeball (Desktop versions 9.12 and earlier)Connecting your Smokeball and InfoTrack accounts to get started
- Troubleshooting your Smokeball integrationIdentifying and fixing problems between Smokeball and InfoTrack
- How to place an order with InfoTrack through SmokeballConnecting, filing, and syncing with Smokeball and InfoTrack
- Troubleshooting your Time Matters integrationIdentifying and fixing problems between Time Matters and InfoTrack
- Setting up the integration with Time MattersConnecting your Time Matters and InfoTrack accounts to get started
- How to place an order with InfoTrack through Time MattersConnecting, filing, and syncing with Time Matters and InfoTrack
- How to place an order with InfoTrack through iManage (DeskSite)Connecting, filing, and syncing with iManage and InfoTrack
- Accessing applications within iManage Work (Web)Admin requirements for adding InfoTrack to iManage
- How to place an order with InfoTrack through iManage Work (Web)Connecting, filing, and syncing with iManage and InfoTrack
- Reconnecting to your iManage matter
- Setting up the integration with iManage Work (Web)Connecting your iManage and InfoTrack accounts to get started
- How to add and edit users on your accountSetting up your InfoTrack account with all users from NetDocuments
- Reconnecting to your NetDocuments matterSteps to follow if your matter connection is interrupted
- How to place an order with InfoTrack through NetDocumentseFiling, serving, and signing with your NetDocuments integration
- How to place an InfoTrack order for a MyCase caseConnecting, filing, and syncing with MyCase and InfoTrack
- Managing InfoTrack orders in MyCaseLearn how to add an InfoTrack widget to MyCase and view, sort and launch InfoTrack orders
- Setting up the integration with MyCaseHow to connect MyCase to an InfoTrack account
- Why are my cases not appearing after selecting Connect to Case?Identifying and fixing issues between MyCase and InfoTrack
- Troubleshooting Invalid Filer TaxID and Password messaging within Easysoft CDF and HUDIdentifying and fixing problems between Easysoft and InfoTrack
- How to file a 1099-S form within Easysoft CDF or HUDPlacing 1099-S filings with Easysoft CDF and HUD
- How to make corrections to a 1099-S filing within Easysoft CDF and HUDCorrecting information on a 1099-S filing after submission
- How to file separate 1099-S forms for multiple sellersUsing multiple filings to allocate gross proceeds accurately
- How to prepare 1099-S substitute formReadying important forms before filing
- How to place an order through EasysoftPlacing 1099-S orders and title search orders with Easysoft and InfoTrack
- How to make corrections to a 1099-S filing orderDeadline for correcting previously submitted 1099-S filings
- Setting up your integration with EasysoftConnecting your Easysoft and InfoTrack accounts to get started