InfoTrack is a litigation support service provider that allows firms to file, serve, sync, and sign court documents directly from their Neos case. Law firms benefit from the ability to complete key litigation steps in half the time and increase accuracy with:
Direct access to documents stored in Neos
Returned documents synced automatically to the Case Docs tab
Fees and charges logged instantly in the Value tab
Court fees disbursed on your behalf, plus monthly billing
Expert customer support with insight into court best practices
InfoTrack can file documents into 11 of the busiest U.S. state court systems and serve them nationwide, including via your preferred local process server.
NOTE: Your firm must already have an InfoTrack account before activating the integration in Neos. Setting up an account is free.
Contact InfoTrack to request a demo and pricing information.
Click here to watch a brief tutorial on the InfoTrack integration.
Integration Setup
To connect your firm's InfoTrack integration:
In Neos, navigate to Settings (on the left navigation pane) and click the Integrations button.
Select the InfoTrack tab.
Use the Staff field to select the Neos user email address that should be used to enable the InfoTrack integration.
NOTE: For security purposes, Neos recommends an integration-specific staff be created for enabling each integration (e.g., "InfoTrack Integration") and given the proper permissions. Add the following details to the Staff Profile for this integration-specific staff:
Full Name, e.g., "InfoTrack Integration
Staff Code, e.g., "InfoTrack"
Job Title - Create a job title, e.g., "Integrations" in the Job Title Mini Directory that can be selected for this required field.
Time Zone, as applicable to your firm
First Name, e.g., "InfoTrack"
Last Name, e.g., "Integration"
Active – checked
Email Address, e.g., InfoTrack [email protected]
Password – meet minimum qualifications
Since the entered email address does not need to be connected to an Office 365 account, it is recommended to enter a dummy email address, such as "InfoTrack [email protected]". Once the integration-specific staff has been added, you must refresh Neos to see that staff in the "Email address to connect to" dropdown. Using this configuration, the integration-specific staff will not count towards your firm's billable users.
To limit the necessary permissions required for this integration, creating a separate integration-specific staff for each integration at your firm is recommended.
NOTE: All Documents and Value items imported from InfoTrack will be tagged with the same author in Neos. The Staff Code of the user who activated the InfoTrack integration will always be shown, e.g., InfoTrack".
The InfoTrack Integration staff should have the following permissions:
Case: Enabled, Add, and Modify
Provider: Enabled and Add
Directories: Enabled and Add
General: Enabled
Accounting: Enabled, Add, Modify, and Delete
Special Permission: Access to Other Staff's Cases
4. Click the Activate button.
5. When completed, the connected email of the selected staff will display.
6. Follow the illustrated instructions for setting up the Neos integration on the InfoTrack Support Center.
InfoTrack Support
You can find support articles to help get your integration set up and start placing orders with InfoTrack in the Neos integration section of the InfoTrack Support Center.
InfoTrack's Customer Support team is available between 8:00 a.m. and 9:00 p.m. Monday-Friday Eastern Time. Clients can contact us via:
Phone: (844) 340-3096
Live chat: Within the InfoTrack platform