Setting up the integration with MyCase

After creating your InfoTrack account, you'll need to take the following steps to fully connect with MyCase:

Step 1: Open any MyCase case.

Step 2: From the Items & Info tab, click on the Documents sub-tab.

Step 3: Click the Launch InfoTrack button at the top of the document list.

Step 4: Click the Connect to InfoTrack button.

Step 5: InfoTrack will launch, with a MyCase banner across the top of the page to confirm you are integrated. At the top right of this banner, you should see a matter name indicating which MyCase case you are connected to.

Step 1: Open any MyCase case.

Step 2: From the Items & Info tab, click on the Documents sub-tab.

Step 3: Click the Launch InfoTrack button at the top of the document list.

Step 4: Click the Connect to InfoTrack button.

Step 5: Click Allow to authorize InfoTrack to read and update data in your MyCase case, which enables it to automate tasks for you.

Step 6: InfoTrack will launch, with a MyCase banner across the top of the page to confirm you are integrated. In the middle of the banner, you should see which case the integration is connected to.

Step 7: Complete the required information in the onboarding modals to finish setting up your account.

Now you are ready to begin using InfoTrack integrated with MyCase.