A trusty sidekick for Texas litigation

Before InfoTrack: Skipped steps, lost margin

Filing cases online in Texas is complicated enough, with more than 20 steps to complete on average via the eFileTexas portal, and filing requirements that change by county. But according to Rheanna, the bigger complications usually came after the filing was submitted to the court.

Before Bryant Law added InfoTrack to its Filevine setup, truly finishing every filing meant:

1. Monitoring its status on the Texas court portal.
2. Downloading conformed copies after they came back.
3. Saving stamped documents to the right Filevine project.
4. Entering the expense in the Filevine project.
5. Following up with the attorney.

Each of these steps used up unbillable staff time on menial tasks. "I have had those days where my inbox was completely overwhelmed and I forgot to download documents that were filed and returned stamped to us," Rheanna said.

In a busy week, any one of these steps could be missed—with expense recording often the first corner to get cut. But a forgotten fee is one the firm ends up absorbing itself.

Switching to InfoTrack

For firms like Bryant Law already invested in a highly customizable, AI-capable practice management system like Filevine, InfoTrack adds value that plays to the platform’s strengths.

For example, Bryant Law’s use of custom expense settings has helped the firm automatically record client-billable expenses in the exact way they’d like them to appear on the final client invoice, rather than relying on legal support to translate technical formatting used by the courts.

InfoTrack also held an onboarding session with the full firm to ensure everyone could confidently use the integration to its greatest potential, something she says she hasn't seen from other software providers.

What changed, day-to-day

Now when Rheanna files and orders service of process, she’s able to skip straight to proofing the orders against the document. Endorsed copies, affidavits, service updates, and expenses flow right back into the correct Filevine project after an order is placed, so she can move on to the next billable task.

“I really like the ability to be able to compare rates from different process servers,” Rheanna said, “so you're not locked into using one provider.” She said it’s also been helpful to be able to review service documents and file them in one click after a serve is complete.

That way, Rheanna said, “we can make sure the information is correct before the document is final.”

Gauging the ROI

Bryant Law doesn't formally track time or dollars saved. Still, the return shows up in two lines of the P&L. Staff spend less unbillable time on manual steps. And because InfoTrack syncs filing expenses straight into the matter, more of those costs reach the client invoice. "I'm the person actually in the system every day," Rheanna said, “so I notice the little administrative efficiencies.

The bottom line: InfoTrack improves team performance and confidence

With InfoTrack and Filevine working together, Bryant Law is litigating like a well-oiled machine. To Rheanna, it’s not just the increased performance that’s valuable, but the peace of mind that comes from not having to ask whether a job is done.

"InfoTrack doesn't necessarily change one giant part of my job." Rheanna said.
"It just makes all of the little parts easier."