For MyCase users with an existing InfoTrack account
After creating your InfoTrack account, you'll need to take the following steps to fully connect with MyCase.
Step 1: Open any MyCase case.
Step 2: From the Items & Info tab, click on the Documents sub-tab.
Step 3: Click the Launch InfoTrack button at the top of the document list.
Step 4: Click the Connect to InfoTrack button.
Step 5: InfoTrack will launch, with a MyCase banner across the top of the page to confirm you are integrated. At the top right of this banner, you should see a matter name indicating which MyCase case you are connected to.
For MyCase users without an InfoTrack account
Step 1: Open any MyCase case.
Step 2: From the Items & Info tab, click on the Documents sub-tab.
Step 3: Click the Launch InfoTrack button at the top of the document list.
Step 4: Click the Connect to InfoTrack button.
Step 5: Click Allow to authorize InfoTrack to read and update data in your MyCase case, which enables it to automate tasks for you.
Step 6: InfoTrack will launch, with a MyCase banner across the top of the page to confirm you are integrated. At the top right, you should see which case the integration is connected to. Complete the required information in the onboarding modals to finish setting up your account.
Now you are ready to begin using InfoTrack integrated with MyCase.