Filevine + InfoTrack: Streamline Court Filing, Service of Process & Docket Sync
In this replay of a past live Free Help, Optimizers Jasmine Knighten and Angie Zimmer are joined by Alex Braun and Eduardo Leal from InfoTrack to walk through the InfoTrack integration with Filevine and how it supports high-volume litigation workflows. The session covered: Court filing: How to file documents directly from a Filevine project without logging into individual court portals. Service of process: Ordering from local and national agencies, with status tracking and automatic return of affidavits to Filevine. Docket Sync: Automatic court docket monitoring that pulls new filings and register of action updates into a dedicated Filevine project folder. Automated data extraction: How InfoTrack Intelligence pre-fills court filing forms from uploaded documents, cutting rejection rates by around 50%. Expense tracking: Filing and service fees recorded automatically in Filevine's billing or custom expense sections, with bill-through formatting options. Pacer enhancements: Optimizing Pacer spend for federal cases and using the new free MFA code manager to simplify team access. Pricing and setup: Transaction-based pricing with no subscription fees, and an integration that takes less than 10 minutes to activate. Learn more about InfoTrack: https://www.infotrack.com/

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