InfoTrack Reviews & Product Details

The ease of flow, layout designed with the customer very much in mind. I appreciate the well-executed integration with Smokeball. LOVE, love, love the process servers. Even when the service has not been effectuated, we receive this update timely and with details. This is an incredibly valuable feature. Review collected by and hosted on G2.com.

Still waiting on this to be tweaked - when sending a documents for electronic signature, I should be an automatic viewer of the document. That's just one example. Would love to discuss this with someone. Review collected by and hosted on G2.com.

What I like best is how InfoTrack pulls our whole filing process into one place and works hand-in-hand with Clio. Before, getting a single matter filed and served meant bouncing between the court portal, a separate process server, and Clio, re-entering the same client and matter details and re-uploading the same documents over and over. Now I e-file straight from InfoTrack with the case details already pulled from Clio, add service in the same flow, and the stamped documents sync right back into the matter automatically. It's genuinely saved me a few hours a week, and our newer staff can pick it up without much hand-holding because the step-by-step flow just makes sense.

The part I didn't expect to appreciate so much is the peace of mind. Because everything ties back to Clio, I always have a clear record of exactly what was filed and served, when, and with the confirmations attached right in the matter, so when someone asks "did that go out?" I can answer in seconds instead of digging through three different systems. Between the time saved and fewer rejected filings, it's more than earned its place in how we work. Review collected by and hosted on G2.com.

My main area for improvement would be consistency across courts. Filings with the courts we use most often process smoothly, but less common jurisdictions occasionally have formatting requirements that aren't clearly flagged in advance. When a filing is rejected, the explanation isn't always specific enough to identify what needs correcting, which can lead to delays when working against a deadline. More detailed, plain-language rejection messages would be a meaningful improvement. Support has generally been helpful, though response times can be longer during peak filing periods. Review collected by and hosted on G2.com.

I like the new InfoTrack upgrade within Smokeball. You can now select multiple documents, and it attaches them to the filing, identifies them, and gets it right the vast majority of the time. The filings are well organized, and I receive email notifications along with anyone else I choose to include on that filing, usually my paralegal. I also like the AI intelligence in how it recognizes what I’m trying to file, which makes the process feel more streamlined. Most of the fees are absorbed by the client, but it is pricey compared to some other e-filing services. I almost always use the e-service function, and overall it has been reliable for my needs. I’ve also used the personal service of process for out-of-state process, and it went smoothly. Review collected by and hosted on G2.com.

Sometimes it selects the wrong filing document type. Other times, it prompts me to choose documents even though I’ve already attached them from Smokeball, and I end up with duplicate documents that I then have to delete. I’d prefer it didn’t do this automatically and instead offered a simple button to add additional documents directly from the viewing/filing screen. Review collected by and hosted on G2.com.

The one-by-one layout of the fields to fill-in is great because if properly filled out you can be done with your filing in no time. Otherwise you cannot proceed until properly filled-in. Review collected by and hosted on G2.com.

There has been a couple of instances where I am not notified about a filing - I keep waiting and waiting for an Accepted or Rejected email and I will find out only if I log on to take a look at the Docket. It happened to me when I recently filed a Stipulation for Trial Continuance and I wasted a whole 1 1/2 weeks or so waiting on that. We missed our opportunity to continue our trial. Review collected by and hosted on G2.com.

It’s really helpful that we can use the AI function to autofill information. I can still do it manually, but having everything filled in automatically saves a lot of time, and I can just review it quickly to make sure everything looks right—which is almost 100% of the time. It’s also super helpful that I can track all of the orders I submit, so I don’t have to go into every profile, and I can filter specifically by the orders I’ve submitted. Review collected by and hosted on G2.com.

Sometimes it selects the wrong documents. For example, when I’m requesting service, it will select all documents for every defendant instead of selecting only the documents for the specific defendant I’m working on. It also sometimes has trouble when I try to select the court to file the Proof of Service after a defendant has been served. In those cases, I end up having to wait for the Proof of Service to be returned and then file it in a different order. It’s nothing out of this world, but it was better when I could do everything within the same order—from requesting service all the way through receiving the conformed copy from the court. Review collected by and hosted on G2.com.

It has simplified our workflow by bringing the filing, tracking, and service requests into one platform. I feel it intuitive, time saving, reduces errors, and the visibility on the status of every matter is clear. Rarely has the platform failed, and when it has the support team has been amazing at helping us sort through the issues. The new UI being AI powered has progressed into enabling us to just verify information from the case rather than typing in everything, . It populates key filing details, improving efficiency on the team. Review collected by and hosted on G2.com.

One area for improvement is the handling of automatically populated data. While the new AI-driven workflow saves significant time, it occasionally pulls incorrect information from our practice management system, which then carries over into the filing. Correcting or overriding that information can be challenging and may require additional steps, reducing some of the efficiency gains. Providing a more streamlined way to edit auto-populated fields and clearly flagging imported data for review would make the process even more reliable and user-friendly. Maybe the integration with CLIO could be looked into for a better filtering. Review collected by and hosted on G2.com.

The intuitive user interface, along with the software integrations, makes e-filing feel seamless and straightforward. Review collected by and hosted on G2.com.

Every filing transaction costing at least $9 seems a bit steep when we could file everything for free through the county's system... Our clients of course foot the bill for these costs, so i just hope no one ever thinks to inquire about all the $9 charges they may see on their bills. Review collected by and hosted on G2.com.

InfoTrack is by far the best software I've used in my 25+ year career. It makes everything so easy from signings to filings. It saves hours of my time as a solo practitioner every week. The best part is their customer service is quick and actually fixes every problem right away in the rare moments a problem occurs. Review collected by and hosted on G2.com.

There is not a thing to dislike that I can think of. Review collected by and hosted on G2.com.

Overall, InfoTrack is user friendly and streamlines the process for service and filing of pleadings. Customer service is fantastic with very friendly and responsive representatives. Review collected by and hosted on G2.com.

The new update to the platform felt a little clunky initially until I used it a few times. I'm confused by the requirement from Los Angeles County's requirement to upload a word document for joint stipulations with proposed orders when InfoTrack converts it to a pdf automatically, but it hasn't caused any issues so far with those type of filings with that court, so it's not a major issue, just seems weird.

Also, my case numbers aren't importing into the filing from Clio anymore, so I'm having to select the court and enter the case number to pull up the correct case. In the previous version, case info was coming up automatically. Review collected by and hosted on G2.com.

InfoTrack’s platform lets me submit filings and keep track of their status. The notifications are helpful for managing submissions, and they serve as a useful reminder if I submit something and then forget about it. Review collected by and hosted on G2.com.

InfoTrack has cancelled my filing submissions without informing me. I understand that the Court’s filing system can sometimes be faulty, but InfoTrack should still notify users when a submission is cancelled or when there are filing errors. Review collected by and hosted on G2.com.