Transcript for "Enhancing Litigation Workflows with InfoTrack":
Hello. Alright. Give everybody just a couple minutes to come in from our last session. Huge thank you to Jared and Josh. Always great to to find out what the those who are in tune with the cutting cutting edge of AI have to share. So really appreciate their time. We are at the midpoint of our event today in which we're gonna take a moment to look at InfoTraC. So if this is your first time hearing about InfoTraC, you get a little bit of preview about what we do, what we offer. Our next CLE will be taking place in just a moment, but first, I'm going to hand it over to our team member, Joey, and Joey's gonna give us a little bit of a preview. So thank you so much. Joey, over to you. Thank you very much. So for those of you I've never met, my name is Joe Haverlach. I'm part of the account team here at InfoTrack. I'm gonna be walking everyone through just a quick glimpse kind of on where InfoTrack stands today as a litigation support platform. We'll go into just a few slides. And then most of the time, we'll actually spend in demonstration kinda on what the InfoTraC platform is, how it really can be a support to your litigation team and and your firm. And without further ado, let's get right into it. So let me share my screen here, and then we will get going. Okay. So InfoTrack. Litigation support platform, if if anyone has not heard of it or really looked into it before, really known for supporting firms involved in litigation through multiple processes, so from court filing, process serving. And then we have also a product called DocketSync, and we'll cover all of these today. But for today, we're really filing in in 10 states across the country. So California, Nevada, Utah, Texas, Indiana, Illinois, Maryland, Georgia, parts of Virginia, and Florida. And then process serving, we do this across the entire country, so we don't really have any limitations as far as that. And then as far as DocketSync, if those of you who are not familiar with that, it basically is a product that allows to your matter in your practice management software of choice, if we integrate it with, to to sync to that docket, we will automatically capture documents and push them back to your matter in your your system. So we'll go further into a lot of these in our demonstration to a little bit here. I I will note too, DocketSync. It works in few select states as well. So New York, Georgia, Florida, Texas, California, and state courts. And then in federal courts, we can do this in any district or bankruptcy court across the country. So furthermore, what we really are about today, I think, is taking a lot of the manual workflow that firms are doing in litigation from court filing or process serving and eliminating a lot of that work. Our our our workflows and our process, which we'll show here in a minute, I know we can auto populate data from documents into a a core filing workflow. We can auto populate data into a process serving workflow to send out to a process server. We can automatically capture documents and expenses back to pro to a practice management system. We can do all this, and and, ultimately, it's designed to eliminate that work that your teams are doing, whether it's just copy and pasting data or keystrokes in, and and give them time back to to spend on other more important tasks. We still keep that accuracy that you would expect from someone doing it manually, and oftentimes, we we really do reduce a lot of errors or projections firms get from court filings or confusion maybe from a process server by doing it in our method. You still get the the real time visibility across, like, where your filings are at in the the court system, if they've been approved or reviewed or rejected. Or even a process server, we give you real time updates of of what's going on with all of your attempts or if they need additional information. And then we're really reducing a lot of that time to just seconds. So whereas for core filing's sake, a lot of firms will spend, I've seen thirty minutes may realistically, sometimes it's it's five, ten minutes to file a new case, maybe less to do a subsequent filing. Could be just as long for sending something out via email to a process server. We reduce that to to seconds. So for a new case initiation, you could file that through InfoTrack in less than a minute. And we'll go over that in a minute and show you kinda how that works. As a kind of reminder of of where we're at in our integration space today and our partnerships, we're currently working with MyCase, NetDocuments, Smokeball, Neos, Clio, Leap, FileVine, and iManage. So if you have one of these systems in your firm today, we have an integration with them, and and so that can really reduce a lot of manual work that firms are doing today from a document management perspective to an expense, like, management perspective as well. We can really automate that process of ensuring you're you're tracking all of those accordingly into your systems. But we also have a direct system, that you can use, if you don't have any of these systems and still take advantage of a lot of the benefits of the efficiencies that we provide. So without further ado, let's go back and actually go into InfoTrack now and spend the remaining time we have of just getting an overview of really how well someone could use InfoTrack, start to finish, with some of the products that we mentioned from cord filing, process serving, docket syncing. So right now, you're looking at my screen or if you're looking at my screen, you are gonna see just basically I'm in the direct InfoTrack platform, and this is just a home page, essentially. So you're seeing our products at the top with any of our orders listed below. You could filter this page a million different ways on these filters here to the right. And then depending upon what you would need to do on this top left, you would go into that specific area to carry out that task. So if we needed to do a, you know, a brand new case, your your firm has a new case that they had just taken on, and it's now in litigation, you you need to file a new summons and complaint maybe into a court, That's essentially where we're at now. We make it very simple for you to upload your documents into InfoTrack. You can pull them directly from our practice management software, or you can just upload them directly from OneDrive, SharePoint, or your desktop. They'll get immediately converted to a PDF or whatever the court format is preferred for that specific court. And then as we have mentioned couple times prior, this is the automation step that we keep referring to. Normally, most firms will go and fill this information in, copy and paste, maybe at Dallas County, and then go through, okay. It's a personal injury matter, and they'll type all of this in, type in the first name, last name, document codes, etcetera. Whereas with us, we are just prepopulating this data for you. It takes less than a minute. You'll see all of the different sections located on the right hand side here for this filing or our process serving workflow, whatever it may be. And then you simply just review all the information that we've entered in, continue on down through it, and make sure everything was filled in appropriately, edit maybe anything that wasn't if we weren't able to pull in a damage amount code or one specific instance for for your filing or your order. But ultimately, this shouldn't take you more than a minute for a new case, really. Now this filing's done. We could re you know, submit this from here, and it'll go over to the court in their queue, and they'll review it. But as we've been talking about this entire time, we're at litigation support and not just a court filing, you know, platform. So we could actually set up if you know you need to physically serve these documents afterward, we could do that directly from this page as well. So you'll have the option to set up a service of process at the bottom. If you click this button and then hit review, you'll have the option then to submit these forms and then get to our next page and go through the service process function, where, basically, we will, take the having to look for a process server, send them documents via email, or go to a different platform out of the equation. You'll simply just do all that information directly from here. You'll put in the address for service for the individual or the organization. You'll get some companies that are local to that specific area that you've entered in that can carry out the service for you. You will see the cost for a standard or a service for them, and you could see what they define as a standard or rush service. And then we could even take this another step further and then file your proof of service automatically for you after that service has been completed. So from this one page alone, we have set up the initial summons complaint or the initial documents within the court to be filed. We are gonna set up the service of process to automatically occur once those documents have come back from the court to be approved, And then we have set up the proof of service to be automatically filed as well versus what most firms will do today is do these one after another, fill out all this information manually. Maybe it's connected somehow to some other platform. Maybe it's in a different state they're not familiar with, so they have to Google a a process server. A lot of different avenues that they may have to go to versus this is all done right here within two pages in less than a minute or two. So it's very simple. We make it very quick and easy to go through this process, and, ultimately, it gets carried out automatically, or you can watch each step get carried out as one after the other. Now as we are kinda alluding to in the beginning, we have some integration partners as well. So if you're using one that we operate with, you can pull documents directly from there into our platform to to file or send to a process server. And then on the back end, your court stamped copies of the documents will automatically go back to that practice management software. Your expenses will automatically go back into that particular matter. Just keeping everything in one ecosystem, eliminating a lot of manual work again for your firm that you would have to do. So that's from a filing and a process serving perspective. What if we actually wanted to take it one step further? We talked about docket sync and basically how that works real briefly. But to give you an example and show you how it can be set up for one of your cases, you'll have this docket sync function either here, or you'll have it in the all services tab as well. And, basically, once you're in here, it's gonna ask you what jurisdiction that you wanna search across. We'll keep it in the Texas world. And then you simply just enter in your case number, and then it'll find your case for you and then give you the option to sync to it. So for state cases or federal cases, the process is identical, but the outcome might be a little bit different. So for state cases, if you search for a state case and then hit sync, basically, any document on that docket is gonna instantly sync back to your matter and your practice management software. And then moving forward, anything newly filed to it by your firm, opposing counsel, court, etcetera, is gonna sync back into your practice management software automatically for you. For a federal case, what would happen is you can view the docket, then any existing documents on there, can still download individually and then sync back into your practice management software. But moving forward, anything on a federal docket that's filed to it would automatically sync back versus state state case, again, they'll automatically go back for anything that's existing on there. A federal one, you would just have to choose if you want any existing documents or not. So this eliminates what firms will do a lot of times is just review emails constantly for pacer email links, you know, hearing deadlines, documents being filed to a docket, then clicking a link, downloading it, pushing it back into their practice management software of choice. I've seen firms that will have just individuals that'll constantly do this. I've seen dockets with hundreds of documents on them. DocketSeek eliminates this whole process. You simply just sync to the docket with your practice management software, and we will constantly update it in real time for you anytime something is filed to it in real time. And I will note, we also do that for for text only. So we can convert texts into PDFs and then sync those back into your your preferred practice management software. So we can really be a a support to, you know, not just from a filing perspective, really each step along the way of the litigation process and eliminate a lot of manual work that firms are are really doing today. Now on the topic of tracking your expenses and and tracking the the billing side of things, we make that very easy as well. So, again, if you're using a practice management software we work with, we can sync a court filing expense or a process serving expense back into your practice management software. If you're using a direct platform and you don't, you know, have a software we integrate with today, you could still take advantage of our billing area that we do have in InfoTrack, where we track how much you're ordering over the course of a month and can very easily show you, you know, for, you know, December, November, etcetera, how many orders were placed over that month. And then you can go further into what we consider an invoice for that previous month and see every matter and the corresponding order for it. And typically, someone in accounting or a bookkeeper would come into this section, and that way, they don't have to look at a credit card statement to review this information. They can even take it directly from here and export it to QuickBooks if they so choose as well. So a lot of functionality within InfoTrack to support you during your litigation process. I hope everyone enjoyed that brief overview kind of of our platform. I thank everyone for their time, and have a good rest of the day.