How to connect

Setting up your integration is quick and easy.

Step 1

Open any MyCase case. Click the Items & Info tab, and then the Documents sub-tab.

Step 2

Navigate to the top of the document list and click the Launch InfoTrack button.

Step 3

Click Connect to InfoTrack to to authorize InfoTrack to read and update data in your MyCase case. This will create a new account for you in InfoTrack and launch the InfoTrack app in a new window.

Schedule a setup call

Prefer to speak to a live person? Schedule 20 minutes with an InfoTrack expert to walk through your firm’s integration setup and ensure everything is configured correctly.

Book your free setup

Browse support articles

Find the answers you’re looking for in the searchable library of illustrated how-to articles about the Filevine integration in the InfoTrack Help Center.

Visit the Help Center

Add more users

Feeling a little lonely in your new InfoTrack account? This illustrated Help Center article shows how to onboard your coworkers and start collaborating on case work.

Read the article