Why use DocketSync?
InfoTrack DocketSync is an optional service—available in select areas—that allows you to "subscribe" to any new documents that appear in the public docket. These documents then sync to the matter record in your practice or document management system automatically as soon as the court posts them.
A DocketSync subscription ensures you always have the most current information about the case in your primary legal software. It also saves you and your staff from having to repeatedly log into the court website to check for updates and manually download any new files. Users can also opt to receive daily email summaries of any new documents synced to the cases they are following.
Subscribers pay a small monthly fee per case while the docket is being actively updated. If there are no updates to the case in a given month, the fee is automatically waived.
Starting a DocketSync subscription
Because DocketSync must link to a specific matter in order to send docket updates, it's best to launch DocketSync from your practice or document management system to ensure you are connected properly.
First, follow the normal process for launching an InfoTrack order from a matter in your primary legal software. (For instructions specific to your software, visit the Integrations page.)
This will bring you to the Matter view, where you can select the state your docket is in. If DocketSync is available in your state, you will see its action button at the top.
Make sure your state is set to a state that offers the new DocketSync experience. (Currently, it is available in Florida and New York.)
Then, click the DocketSync quick action button at the top of the page to access the DocketSync search page.
On the left-hand side of your screen, you have the option to search by Case Number, Party Name or Case Name. Select the desired parameter, as well as the relevant Court System and Court Name, and start searching.
If InfoTrack finds any cases in the docket that corresponds to your search, results will be displayed on the right-hand side of the screen.
Click the View action button to see basic details about this case, and verify that it is the one you’d like to sync. (This is sometimes referred to as the Docket Sheet view.)
Once you’re satisfied you have found the right case, click Sync to reach the DocketSync subscription confirmation page.
There, you will see the requested case number and the matter you are currently integrated with. These serve as a reminder that if you decide to subscribe, all documents synced from the public case will be sent to this corresponding matter (or case) in your integrated legal software.
If you would like to subscribe this case to DocketSync, click the Sync button.
How to unsubscribe a case from DocketSync
From the Matter view, use the Service Type filter to narrow your search to existing DocketSync orders. Click View on any DocketSync order to access the Order Details screen.
In the bottom right corner, click the Subscription Details tab. Then, click Stop Subscription and confirm to cancel your DocketSync subscription for this case.