Note: The settings discussed in this article are visible only to Admin-level users. Users with a lower permissions level should ask an admin to upgrade their access or adjust these settings on their behalf.
Clio Manage users with Admin access can now change some of the ways the InfoTrack application interacts with Clio Manage in order to tailor it to the specific needs of their firm.
When integrated with Clio Manage, these settings can be accessed by clicking your user initials in the top right corner of any screen, then selecting Integration settings.
Currently, three categories of integration settings can be altered by an administrator.
Document naming settings
Admins can now customize the naming convention InfoTrack applies to documents synced from InfoTrack orders when they return to Clio Manage.
These users may edit either the default InfoTrack naming scheme used for all services, or create service-specific custom naming conventions.
Both options use a similar basic editing process, which is detailed below.
Editing the naming scheme
When editing any naming scheme, you can click and drag any of the pilled document naming items (delineated by orange arrows below) into a different order.
To add an item, select it from the drop-down above.
To delete an item, simply click the X in the right corner of the naming item.
As you do so, the Preview area below will change to show how a theoretical document might be named under the scheme you have chosen.
If you'd like to add static text to the naming convention—for example, “Court Returned Document”—type directly into the Document naming items box and the system will create a pill for it. You may also use this method to add dividers such as dashes, dots, etc, to make the names easier to read.
Edit the naming convention for all InfoTrack services
By clicking the pencil icon, users can modify the default InfoTrack naming scheme— which applies to all InfoTrack services unless it is superseded by a custom document naming.
Create custom document naming for a specific service
Just below the InfoTrack naming scheme box, there is the option to create a custom naming convention specific to a single InfoTrack service.
Click + Add custom document naming to continue.
A drop-down menu will appear, prompting you to choose which service the custom document naming should apply to.
Once you have chosen a service, you may edit the naming scheme using the process discussed above.
Once a custom naming scheme has been added, it will be displayed as a separate item in the Custom list.
All other services will continue to use the naming scheme in the InfoTrack naming scheme box above.
Folder naming settings
Admin-level users can also customize the names of the folders that InfoTrack documents return to in Clio Manage.
As is the case with document naming, users can edit the default folder naming convention for all InfoTrack services, or create custom folder naming for specific services.
For example, users can choose to add an edit a custom folder name for served documents and affidavits returned from process serving orders, as shown below.
Billing settings
Finally, users can customize expense categories and their billing tag preferences for returned expenses (a.k.a. "activities") in Clio Manage.
Assigning an expense category to InfoTrack expenses
Use the Expense category search box to set the default Clio expense category tag you want to apply to any expenses created by InfoTrack.
Assigning a billing preference to InfoTrack expenses
By default, InfoTrack expenses are categorized as billable in Clio Manage. These expenses are then passed through to client invoices so the firm does not have to bear the cost of InfoTrack's service fees.
Setting InfoTrack expenses to non-billable may be more useful for firms that do not want to forward the costs marked in the activity feed to their client, such as contingency firms.