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Navigating the Matter view
Navigating the Matter view

How to launch and manage orders in InfoTrack for any connected matter

Product Team avatar
Written by Product Team
Updated over 5 months ago

InfoTrack's new, context-aware user interface makes it easy to jump immediately into orders. The most common place you'll start is the Matter view.

When you first enter the Matter view, you'll be asked to select a default state for your orders. The order options you see will then be tailored to services available in that region—though you can always switch to a different state later, if needed.

At the top, you'll see the InfoTrack integration banner, featuring the logo and brand color of the software you are integrated with. In the center, you'll see the matter name and number you are currently linked to, with the option to switch to a different matter using a selector.

Below the banner, you'll see your selected state view filter, as well as several action buttons for launching common service types for that state. Additional service types can be found in the Services menu across the top.

Once a case is linked to your matter, key case details will be extracted from the court's record and appear in a widget to your left.

The center of the screen shows any orders associated with your current matter. A variety of search and filter tools allow you to pinpoint orders by status, date range, service category or user.

Past orders have action buttons that allow you to quickly cancel or refile orders that have not been successfully completed.

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