One you've activated the LawToolBox integration for InfoTrack and linked it to your InfoTrack account, you can launch the InfoTrack filing process from any LawToolBox matter in one click.

When the filing is complete, a docket event can be automatically synced back to the LawToolBox matter, where it can trigger rules-based calendar functions like deadline retrieval. These deadlines and other events can be passed to your team's Outlook calendars or other Microsoft 365 properties.

Once you familiarize yourself with the InfoTrack launch button in your LawToolBox matters and the LawToolbox panel in InfoTrack, you'll be able to seamlessly navigate between deadlines and filing actions as your case progresses, and ensure your entire case team is always on the same page.

Open any matter in LawToolBox. On the right-hand action panel, look for the Collaboration section and click InfoTrack eFile.
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If the integration is activated, you'll immediately be taken to InfoTrack’s Orders view.

Click the LawToolBox button in the InfoTrack hero bar.

You’ll see an action panel related to the LawToolBox matter you launched from.

From this panel, you can either view the related matter in InfoTrack (dark blue button) or navigate to a a series of locations in LawToolBox (white buttons).

Click the checkbox below the Matter and Client name to automatically create an appointment in your LawToolBox matter whenever an InfoTrack court filing order is placed for this matter.

Then, click the blue View Matter in InfoTrack button immediately below it.

This will take you to the InfoTrack Matter view. From here, we’re going to start a new case filing.

Select files from your computer or your integrated document management system, and InfoTrack will scan the documents to pre-fill on average, 95 percent of the required fields you need to file them.

Verify the information is correct using the left-hand document preview, and fill out any remaining sections that don’t have a green check next to them. Then, choose how you’d like to pay, and submit your filing.

Now, return to the LawToolBox panel in the hero bar, and click Deadlines.

You’ll be taken right back to LawToolBox's Deadlines view. If triggers have been set up in your LawToolBox matter to calculate deadlines based on your court filing appointment, you will see new deadlines populated in the lower half of your screen.
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Follow this process repeatedly, and you’ll be ready to file faster and more accurately without worrying about missing important court deadlines.