A firm foundation for efficient case work

Before InfoTrack: Costs that quietly added up

Perla first met InfoTrack while working at national insurance defense firm Tyson & Mendes, then brought it with her to litigation firm Kennedy & Souza. Plaintiff firms front everything—filing fees, CMC statements, jury fee deposits—and often wait 30, 60, or even 90 days to get paid. Cash is tight, and the bills don't wait.

Most eFiling vendors made it worse. A rejected filing meant another $12 to $15 to refile, "whether it's our fault, your fault, the court's fault."

And filing was only half the job. Someone had to take what came back from the court, rename it, and save it to the case file. "I had to employ my person another 15-20 minutes and have her stay overtime to get all the filings into the system," Perla says. Now multiply that by every filing day of the year.

Switching to InfoTrack

Perla first brought InfoTrack to Tyson & Mendes for cost: no refile charges, flexible billing terms, competitive service rates. But it was the automated document retrieval and expensing of every order to the firm’s 8am MyCase cases that made it stick.

"I no longer have to rely on a human to upload and save the document," Perla says. "It goes directly into the file itself."

When Perla moved to Kennedy & Souza as Director of Operations and Compliance, she brought InfoTrack with her. She did it again as COO of Gomez Trial Attorneys. Then she started recommending it to her own clients when she launched FirmIQ.

What changed for FirmIQ clients, day-to-day

Perla identified four key areas in which InfoTrack’s integration with MyCase has simplified her clients’ operations:
•    Filing from each 8am MyCase case. No re-entering case data in a second system.
•    Completed documents return automatically. Court-stamped documents and service affidavits go straight into the proper MyCase case, named according to the firm’s preferred convention.
•    Proof of service, handled. One-click reviews and automatic affidavit filing to close the loop.
•    One place for invoices. Accounting went from an end-of-day chore to automatic.

"Click a couple buttons and you guys handle everything, from filing to service of process to filing the proof of service," Perla says. "It's kind of like set it and forget it."

The clean, consistent case files enabled by InfoTrack are now the foundation for smart AI workflows that Perla helps construct for her clients. With tools like Claude now connecting to MyCase, Perla's firms can use a simple chat interface to analyze their InfoTrack eFiling and process serving orders.

"I could go in [Claude] and say, 'Pull up every document that came in from InfoTrack in the last five days,'" she says. "It's now fully integrated, which is amazing."

Gauging the ROI

Perla measures everything by its impact on her firms’ finances. Removing even one manual step from every filing and service order shows up there fast. Remove many, and the effect is significant.

"You're saving me money by saving me an extra step," she says. "To me, it all adds up to the bottom line number."

Add the fact that InfoTrack doesn't charge for refiles, and the math gets easy.

"That's how managing partners and CEOs look at it. How much money are we making, and how much are we saving?"

And InfoTrack’s flexible billing terms matter as much as the price. "We have an additional fifteen days to work with some of that capital and move it somewhere else," Perla says.

The bottom line

The AI workflows modern law firms are building to increase profitability are only as useful as the data underneath them. InfoTrack & 8am MyCase give Perla's firms a clean, connected case file to build on.

Perla makes a point of showing her clients more than one vendor for litigation services. She just hasn't found one that comes close.

"I'm not just looking at your product. I'm looking at your people," she says. InfoTrack trains staff online and on-site, picks up the phone at 5 p.m., and checks in before she has to ask.

"Win, win, win," she says. "Why not use InfoTrack?"