Back

InfoTrack: File, Serve and Sync

File documents. Serve parties. Sync dockets. Everything flows back to your Clio Manage matter automatically.
Clio certified app badge.
  • CLIO MANAGE
Available in the United States

Get a Clio product walkthrough. Request a demo.

Key benefits for your firm

  • eFile from your matter in seconds

    Your documents are already in your Clio Manage matter. InfoTrack pulls them in — reads them, automatically fills the filing, and validates against each court’s rules before submission. Rejections drop 50% below the industry average. File-stamped copies, status, and expenses all sync back to your matter automatically.
  • Choose your own process server

    Choose your own process server. InfoTrack partners with vetted local agencies — not a faceless dispatch pool. Find one you trust, and work with them case after case. Every attempt is GPS-tracked in real time. Proof of service and expenses sync back to the matter automatically — ready for pass-through billing.
  • Sync dockets into your [matter/case] automatically

    Every new filing on a tracked case — opposing counsel’s motions, judge’s orders, hearing notices — lands in the right Clio Manage matter within minutes, named, filed, and on the calendar before anyone has to ask. No portal logins. No download-rename-refile. No missed entries.

How InfoTrack: File, Serve and Sync works with Clio

  • Most firms run litigation with multiple tools duct-taped together. InfoTrack puts an end to that with one integrated workflow, built to work alongside Clio Manage. Everything starts in the Clio matter, and everything comes back to it.

    InfoTrack’s integration for Clio Manage is:

    Document-driven. Information from your documents pre-fills the filing and the service orders. Works seamlessly with Clio Document Automation for hyper-efficient order workflows.

    Court-aware. Every filing is validated against that court’s rules before submission. Every service request routes to a local agency that knows the jurisdiction.

    Skip trace, built in. When an address goes bad, run a skip trace from the same screen. Results feed straight into a new serve order.

    Synced to your Clio matter. Filing and service status, court-stamped copies, proofs of service, new docket entries, hearing dates, and expenses all return to your Clio matter. One audit trail. One billing export.

    Real experts, not a chatbot. When something goes sideways, you reach a person who knows the court, not a ticket queue.

Ready to improve your workflow with InfoTrack: File, Serve and Sync and Clio? Get Started

Helpful resources

  • Getting set up

    If you need detailed instructions on connecting InfoTrack to Clio, you may visit this site.

  • Security and privacy policy

    We are committed to protecting your privacy.
    View InfoTrack’s privacy policy, terms of service and security policy.

  • Additional support

    Contact InfoTrack’s support at https://www.infotrack.com/contact-us/