Clio Manage users now have access to a special tab in each matter which allows them to view, sort, and launch InfoTrack orders in any U.S. state. The app tab provides a quick, high-level view of order activity for each matter.
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Accessing the app tab
Open any Clio matter. Then, click the InfoTrack: File and Serve tab.
Navigating the app tab
A new screen should open that mirrors the functionality of InfoTrack's Matter view screen. From here, you'll be able to view, sort, and launch orders.
Viewing existing orders
Use the toggle at the left to switch between orders and drafts, or use the search and filter tools at the right to narrow your search.
Click any column header to sort its contents in ascending or descending order.
Placing new orders
Select which state you'd like to place your order in using the drop-down menu, then click any of the action buttons below to launch common order types.
Other features
For a full run-down of the Matter view functions mirrored in the Clio app tab, click here to read "Navigating the Matter view."