InfoTrack Customer Support

How to find and use the InfoTrack app tab in Clio Manage

Exploring the InfoTrack tab in your Clio matter

Identifying and fixing problems between Clio Manage and InfoTrack

Troubleshooting your Clio Manage integration

Connecting, filing, and syncing with Clio and InfoTrack

How to place an order with InfoTrack through Clio Manage

Connecting your Clio account with InfoTrack through SSO

How to create an account using Clio single sign-on (SSO)

How to connect your Clio Manage and InfoTrack accounts

Setting up the integration with Clio Manage

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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.

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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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