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Receive new case documents as soon as they are uploaded to the public docket

How to subscribe/unsubscribe to docket updates with DocketSync (most states)

Using the BulkSync case loader to subscribe many cases to DocketSync at once

Bulk importing cases to DocketSync

Using InfoTrack to browse and select cases for DocketSync subscription in Florida and New York

How to subscribe/unsubscribe to docket updates with DocketSync (FL/NY)

Adding firm contacts to your DocketSync notifications list

How do I determine who gets notified when items are synced from the docket?

DocketSync

Ordering courtesy copies of a subsequent filing

How to add courtesy copy delivery to a filing

How to see updates and important documents for your courtesy copy delivery order

Checking the status of your courtesy copy delivery

Courtesy copy delivery

What are InfoTrack's 1099-S deadlines?

How to prepare a 1099-S exemption form

1099-S filing

Getting started with calendaring through LawToolBox

How to set up LawToolBox

Step-by-step guide to using LawToolBox from within InfoTrack

How to order rule-based deadlines through LawToolBox

LawToolBox

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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