Migrate from InfoTrack to HighLevel

InfoTrack has no native bulk export API — data extraction requires CSV exports per object

InfoTrack does not publish a comprehensive REST API for bulk data extraction across contacts, matters, and orders. The primary export mechanism is CSV download from the Billing and Contacts sections, with per-invoice export for billing records. Court filing and service order history may only be accessible through InfoTrack's UI export, which imposes row limits and format variations. We work around this by sequencing multiple CSV exports, normalizing field headers, and reconciling cross-object relationships (contact-to-matter links) through InfoTrack's integration export hooks where available. Setups with extensive matter history requiring full filing chronology take longer to prepare for import because each data set must be extracted, cleaned, and joined separately.

InfoTrack matter schema is non-uniform — matter types define different field sets

InfoTrack allows dynamic custom fields per matter type, meaning a personal injury matter may have different custom fields than a contract dispute matter. HighLevel's Matter__c custom object requires a fixed schema, so we must union all unique custom field names across matter types into a single field set before migration. Any pick-list fields with identical names but different value sets across matter types require a value-mapping table that resolves per-matter-type context. This schema-flattening step adds planning time and must be validated before the bulk import runs.

InfoTrack eFiling and process-serving status fields have no HighLevel equivalents

InfoTrack's eFiling status (Pending, Accepted, Rejected, Returned) and process-serving attempt logs are legal-specific data that HighLevel has no native fields to receive. We map these to custom pick-list fields on Matter__c, but the original InfoTrack workflow that triggered re-filing or follow-up service based on status changes cannot transfer. Your HighLevel admin must rebuild those triggers as workflow automations in HighLevel's workflow builder, using the migrated status values as conditions. The migrated fields retain the historical filing and service history for reporting, while any alerts, reminders, or escalation rules originally tied to status changes must be recreated as new automation rules in HighLevel.

Integration connections to Clio, LEAP, and Time Matters do not migrate

InfoTrack's value proposition for many firms is its direct integration with case management systems — two-way sync of matters, documents, and billing entries with Clio Manage or LEAP. HighLevel has its own set of integrations (Salesforce, QuickBooks, Stripe, Zapier, Make) that are unrelated to the legal practice management ecosystem. Integration connections, OAuth tokens, and sync configurations cannot be transferred. We provide a configuration export documenting each active integration so your team can research and rebuild the equivalent connections using HighLevel's API, Zapier, or native integration marketplace.

InfoTrack's pay-per-use billing model does not map to HighLevel subscription billing

InfoTrack bills per transaction (eFiling fee, process service fee, signature fee) and records those fees against the matter for client billing. HighLevel's subscription model bills per agency sub-account, not per record. The transaction-level billing data (what fee was charged, to which client, on which date) migrates as Invoice__c records, but HighLevel does not have a per-transaction billing engine. Firms that rely on InfoTrack's itemized client billing for cost recovery must rebuild that workflow using HighLevel's custom objects and reporting.