Setting up the integration with MyCase

How to connect yourMyCase and InfoTrack accounts

After creating your InfoTrack account, you'll need to take the following steps to fully connect with MyCase.

Step 1: Log into InfoTrack and click the Connect to MyCase button in the top right of the home screen.

Step 2: If you're not logged in to MyCase already, you will be asked to log in. Once that's done, you'll be taken to the Authorize InfoTrack screen. Click the Allow button to connect your InfoTrack account to your MyCase account. 


Step 3: Return to InfoTrack and click Connect Case at the top right of the MyCase banner. When the menu opens, choose the case you'd like InfoTrack to connect to and click Connect.

To confirm you are integrated with the correct MyCase matter, verify the matter name at the top right of your screen.

Now you are ready to begin using InfoTrack integrated with MyCase. 

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