This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
EXTERRO: What is Exterro? View answer
Legal Hold
LIBRARY: How do I add documents to matters from the Library? View answer
Matter Upload, Matter Management
TIMEKEEPER: How do I enter a timekeeper rate sheet on behalf of a firm? View answer
Timekeeper, Firms
DOCUMENTS: How can I create and share a link to a document in a matter via email? View answer
Emails, Matter Creation, Matter Upload, Documents
TIMEKEEPER RATE SHEETS: Can companies complete Timekeeper Rate Sheets on behalf of firms? View answer
Timekeeper
ACCRUALS: What is the difference for Accruals between “Save” and “Save & Approve”? View answer
Accruals, Matter Management
ACCOUNTS PAYABLE: How do I download a previously run AP Batch? View answers
Accounts Payable
MATTER TYPE TEMPLATES: How do I remove a custom field from a Matter Type Template? View answer
Templates
MATTER TYPE TEMPLATES: How do I deactivate a Matter Type Template? View answer
MATTER TYPE TEMPLATES: How do I reactivate a Matter Type Template? View answer
MATTER MANAGEMENT: How do I delete a Status Report? View answer
Matter Management
INVOICE APPROVAL: How do I approval all invoices pending my review? View answer
Invoice Approval
ALTERNATIVE FEE ARRANGEMENTS: What is a portfolio in the context of a fee arrangement based on a firm? View answer
Alternative Fee Arrangements
ALTERNATIVE FEE ARRANGEMENTS: Why isn’t there a Firms tab on my Matter? View answer
DASHBOARD: Why do some dashboard charts have bar chart icons and others do not? View answer
Dashboards
USERS: Can I change the time window for user inactivity? View answer
Users
INVOICE APPROVAL: Who can disable the invoice approval route resets? View answer
ALTERNATIVE FEE ARRANGEMENTS: What are the budget implications of choosing Matter Lifetime Costs? View answer
ALTERNATIVE FEE ARRANGEMENTS: What are the audit options for when fees or expense are exceeded for a firm AFA? View answer
ALTERNATIVE FEE ARRANGEMENTS: Who can add firms into the Firms tab of the Matter and/or edit the AFA? View answer
DASHBOARDS: How do I know which dashboards have benchmark data available? View answer
MATTER MANAGEMENT: How do I set Pre-configured Task Code Alerts? View answer
LEGAL HOLD: Can I create a Legal Hold in Tracker? View answer
LEGAL HOLD: How do I create a linked Legal Hold Matter in Tracker? View answer
USERS: If I am locked out, will my Delegates be locked out as well? View answer
ACCOUNTS PAYABLE: How do I include more tax types on invoice spreadsheets? View answer
INVOICE APPROVAL: Who can be an invoice rejector? View answer
Invoice Approval, Users
ALTERNATIVE FEE ARRANGEMENTS: Will an existing budget impact the Capped Fee schedule on a Matter? View answer
ACCOUNTS PAYABLE: What kinds of invoices can be included in the AP Batch? View answer
INVOICE APPROVAL: How do I prevent restarting the invoice approval process when approvers/thresholds are modified? View answer
ACCOUNTS PAYABLE: How do I prevent zero dollar invoices from going to AP? View answer
USERS: How do I login after being locked out for inactivity? View answer
DASHBOARDS: How do I get Dashboards/Analytics? View answer
USERS: Can I add or remove a Delegate for another Tracker User? View answer
ONEPASS: I already have a OnePass username & password. Why can’t I login to Tracker? View answer
OnePass
BUDGETS: Can I report on individual matter spending to budget for a group matter if the budget is set at the matte View answer
Budgets, Reports
BUDGETS: Can I configure the budget tab of a matter to show amounts to the nearest cent? View answer
Budgets
Law Firm/Vendor: STATUS REPORT: Why can a firm not edit their status report? View answer
Law Firm/Vendor, Status Report
Law Firm/Vendor: STATUS REPORT: What should a firm enter if there is no update to the matter? View answer
Law Firm/Vendor: STATUS REPORT: Does a firm need to enter a status report if there is no update? View answer
Law Firm/Vendor: FIRM PROFILE: Which fields are Client specific in the Firm Profile? View answer
Law Firm/Vendor, Firm Profile
Law Firm/Vendor: FIRM PROFILE: What does a firm need to do in the event the firm name changed? View answer
Law Firm/Vendor: FIRM PROFILE: What does a firm do in the event of a firm merge? View answer
Law Firm/Vendor: FIRM PROFILE: What does a firm do if there are duplicate firm profiles? View answer
Law Firm/Vendor: FIRM PROFILE: How does a law firm delete their profile after they disolve? View answer
Law Firm/Vendor: FIRM PROFILE: How does a firm edit their remittance address? View answer
Law Firm/Vendor: FIRM PROFILE: How do I change the name that appears at the bottom of the screen? View answer
Law Firm/Vendor: FIRM PROFILE: Can a firm delete an office? View answer
Law Firm/Vendor: ONEPASS: Why does it show another user's name when they log in? View answer
Law Firm/Vendor, OnePass
Law Firm/Vendor: ONEPASS: Why can the firm admin not reset a user's password? View answer
Don’t see the answer? Contact support at: LegalTracker-Support@tr.com
