Once you have connected your InfoTrack and Clio accounts, you can begin placing orders, starting either from within your Clio account OR from within your InfoTrack account.
Placing an order from within Clio
There are two ways to begin placing a filing, serving, or eSignature order from Clio.
Option 1: Order from the 'More actions' menu
Open any matter, click the More actions drop-down at the top right of the screen, then click your desired workflow or destination screen below InfoTrack - eFile.
Option 2: Order from a specific document
When browsing documents in any matter, click on the arrow next to View on the document you want to include in your order. Then, click your desired InfoTrack workflow or destination screen.
Accessing returned documents
Court-returned documents are saved in the Documents sub-tab of the relevant matter in your Clio account. After a filing is placed through your Clio integration, a folder is created for the court-stamped documents returned of each filing type.
Open the folder to view the documents from the court, then click on the title to view the document.
Expense tracking
Court fees and filing charges are automatically saved on the Activities sub-tab of the relevant in Clio.
A line item is created for each expense, auto-generating for the case, the order, and the filing. The filing will contain the cost that you can pass through to your clients.
