How It Works - Corporate Account

Overview

Organizations can create a corporate account to unify billing and share dockets and pleadings among all their employees. Any information received or purchased by one employee is available to all employees within the organization. Billing is unified under an administrator account. Setting up a corporate account takes only a few minutes online as explained below.

Corporate Account Setup

To setup a corporate account, an individual in charge of the organization's billing (referred to hereafter as "Administrator" or "Admin" for short) must register for an Inforuptcy account and subscribe to a plan. Once subscribed, just login and follow these steps:
  1. click on your name in the top right corner of any page
  2. click on "corporate account" from the choices available along the top
  3. Invite other members of your organization by entering their email address and clicking "Add"
If they are a registered users of Inforuptcy, they will be automatically added as a sub-account. If they are not registered users of Inforuptcy, they will be sent an invitation by email. Once they follow the steps in the email and register with Inforuptcy, they will be joined as sub-accounts. As the Administrator, you can add or remove sub-accounts at any time.
Until they accept the invitation and register, Admin will see the invitation under "pending."

Unified Billing

The Admin is in charge of keeping a payment method enabled for any charges incurred by anyone in the firm. For PACER charges, you have the option of using your own PACER account or using our account and having your credit card charged for any usage incurred in a given month. All PACER charges are passed-through without markup.
A spending report of the firm's usage is available for the Admin at any time, and in real time. Simply click on the icon in the top right of the screen, next to your name (shown above). This will take you to the Order History page for the most recent month. You will see the usage details of all members of the corporate account. You can download a CSV file at any time to sort by client code, purchaser, or any other field available.

Client Codes

When you do research on Inforuptcy, you may be doing it on behalf of a client. You can use our Client Code feature to keep track of all your billing on a per client basis. Simply enter a code into the client code box before you incur charges on behalf of a client.
Once you select a code, you may clear it by clicking on the "x" at the end of box. After entering a client code, any charges you incur will be attributed to that client (under the spending report) until you either clear the box or enter a new code. Client codes will be stored for future use only if a charge is actually incurred on Inforuptcy.com.

Client Codes are also shared firm-wide. If one member creates a new client code, other members may retrieve it from the drop down menu. The firm's spending report identifies all charges by purchaser and client code entered (shown above).

The Admin can make client codes mandatory for the entire firm. By doing so, no one in the firm can access PACER or incur a charge without a code first being assigned. Mandatory client codes, once assigned to a case, will be auto-populated so entry is not required each time. However, it can be changed at anytime by simply entering a new code into the client code box.

Firm Sharing of Case Information

All your case information, regardless of its source, is stored in case specific folders ("CaseFolders"). In a corporate account, when one member purchases data, that data is made available to other members of the firm, whether it be a docket or document, through shared CaseFolders.

To view stored data, navigate to your CaseFolders' page. From there, click on the "Firm" view to access all information accruing to anyone else in the firm:
A member may then view, print, download or even add to the research within a colleague's CaseFolder. The Administrator may also view, access or add to any CaseFolder within the Firm Tab. Thus, within an organization, repeat searches and purchases may be avoided, saving time and money for the firm and its clients.

You can learn more about the different CaseFolder views here