Made by Kelly Mills
1. Open the File Menu
- From the left menu, click on “Files.”
- Search for and select the file you wish to perform the search on to open it.
2. Select the File
- Look for or search for the file you wish to perform the search on.
- Click to open the file.
3. Go to the InfoTrack Tab
- Once inside the file, go to the “InfoTrack” tab located across the top of the file screen.
4. View Existing Searches
- On the left side, you will see a list of any existing searches for this file.
- Selecting a search from the list will show a preview on the right side of the screen for easy reference.
🔔 Important:
- If the date in the “Completed” section shows as 01/01/0001, this means the search has not been returned and has a NULL completed date.
- This is not a date error – it indicates the search is not yet completed.
5. Perform a Search
- Click the “Perform Search” button.
- This will take you directly to the InfoTrack website.
- The file number you are on is recorded automatically for your search.
🔔 Important:
- Ensure you finish your search completely before performing a search on another file.
- If you need to perform a search on a different file, exit InfoTrack, select the new file in Law App, and then perform the next search.
6. Check Financial Records for the Search
- Go to the “Accounting” tab on the open file.
- Review the financial records to confirm that the search disbursement has been recorded correctly.
7. Click the Disbursement Button
- In the “Accounting” tab, click the “Disbursement” button as indicated in the image.
This image shows where to find and click the Disbursement button.
8. Review Supplier Disbursements
- The “Supplier Dis” section shows any InfoTrack searches or other supplier invoices linked to this file.
- If a search was cancelled or refunded, the refund will appear as a separate line entry.
🔔 Important:
- Do not attempt to change the amounts on these entries yourself.
- Adjusting them manually may cause the records to not balance with the InfoTrack invoice.
This image shows the Supplier Dis section with line entries for searches and refunds.
