This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
Law Firm/Vendor: ONEPASS: Does the username have to be the email address? View answer
Law Firm/Vendor, OnePass
Law Firm/Vendor: ONEPASS: Do firm users have to use OnePass? View answer
Law Firm/Vendor: ONEPASS: Can firm users share OnePass accounts? View answer
Law Firm/Vendor: MATTER PARTICIPANT What does a firm user do if they can log in, but they do not see any matters? View answer
Law Firm/Vendor, Matter Participants
Law Firm/Vendor: MATTER MANAGEMENT: How does a firm user get all matter access? View answer
Law Firm/Vendor, Matter Management
Law Firm/Vendor: MATTER MANAGEMENT: How does a firm create a new matter? View answer
Law Firm/Vendor: MATTER MANAGEMENT: Can a firm edit the Lead Outside Counsel designation? View answer
Law Firm/Vendor: MATTER MANAGEMENT: Can a firm create a matter? View answer
Law Firm/Vendor: INVOICING: Why is the firm unable to use the same task codes they have used in the past? View answer
Law Firm/Vendor, Invoicing
Law Firm/Vendor: INVOICING: Why is the firm seeing an error that the line item date is outside of the billing period start and end date? View answer
Law FIrm/Vendor: INVOICING: Why is the firm being asked for client/matter #? View answer
Law Firm/Vendor: INVOICING: Why does it say my invoice number cannot be used? View answer
Law Firm/Vendor: INVOICING: Why does it say incomplete instead of "post invoice"? View answer
Law Firm/Vendor: INVOICING: Why does a firm only see invoices from the last 30 days under the View Invoices tab? View answer
Law Firm/Vendor: INVOICING: Why can't a firm delete a rejected invoice? View answer
Law Firm/Vendor: INVOICING: Who at the firm receives an email notification of a reduced invoice? View answer
Law Firm/Vendor: INVOICING: Who at the firm gets Dashboard alert for rejected invoice? View answer
Law Firm/Vendor: INVOICING: Who at the firm can re-post a rejected invoice? View answer
Law Firm/Vendor: INVOICING: Who at the firm can re-post a disputed invoice? View answer
Law Firm/Vendor: INVOICING: Where does a firm see if an invoice has been paid? View answer
Law Firm/Vendor: INVOICING: Where does a firm enter their Firm Matter # and Firm Client # when using the LEDES Generator? View answer
INVOICE APPROVAL: What are the responsibilities of a Billing Guideline Reviewer? View answer
Invoice Approval, Invoice Audits
INVOICE APPROVAL: What is the definition of BGR? View answer
VOLUME DISCOUNTS: What options are available when creating a new volume discount arrangement in the firm profile? View answer
Firm Profile
VOLUME DISCOUNTS: Where is a new volume discount arrangement created in Tracker? View answer
REPORTS: Can I run a report where the results will contain only matters opened by certain users? View answer
Reports, Matter Creation
INVOICE APPROVAL: Why am I being asked to complete an outside counsel evaluation during invoice approval? View answer
Invoice Approval, Matter Management
MATTER MANAGEMENT: Can set outside counsel requirements on the matter level? View answer
Templates, Matter Management
MATTER MANAGEMENT: How do I turn off or disable Outside Counsel Evaluations? View answer
Matter Management, Templates, Invoice Approval
Matter Management: What is the purpose of outside counsel evaluations? View answer
Matter Management, Firms, Reports, Invoice Approval
FIRMS: Can Firms View Their Outside Counsel Evaluations? View answer
Firms, Reports, Invoice Approval
MATTER GROUPS: Why can't I close a matter group? View answer
Matter Management
MATTER GROUP: Why Can't I Delete a Matter Group? View answer
USER PROFILE: How do I change my email address in Tracker? View answer
User Login, Users
TRAINING: What recorded trainings are available for company users? View answer
Training
TRAINING: Is there a live training for law firm users? View answer
TRAINING: How do I find and register for trainings? View answer
TEMPLATES: Can conditional fields be used when matters are created via Matter Upload? View answer
Templates, Matter Creation, Matter Management
TEMPLATES: Can conditional fields be used on existing matters? View answer
TEMPLATES: What is the purpose of conditional fields? View answer
TEMPLATES: How do I use conditional fields on a templates? View answer
Templates, Matter Management, Matter Creation
BUDGETS: When using phased budgets, am I limited to the default budget phases or can I create custom budget phases View answer
Budgets, Phased Budget
BUDGETS: How to I provide a comment, description, or note when adding a budget? View answer
Budgets
Law Firm/Vendor: USERS:Why is the firm getting a message that the user id is unavailable when they try to add a new user? View answer
Law Firm/Vendor, Users
Law Firm/Vendor: USERS: Why can the firm not see our matter after they deactivated a user? View answer
Law Firm/Vendor: USERS: What happens if a firm deactivates a user who is on a matter? View answer
Law Firm/Vendor: USERS: How does a firm user set user as delegate for another firm user? View answer
Law Firm/Vendor: USERS: Does the firm receive a notice if they deactivate a user on a matter? View answer
Law Firm/Vendor: USERS: Can someone at the firm be set up to resolve all incomplete tasks? View answer
Law Firm/Vendor: USERS: Can firms bulk update their users to replace a lead outside counsel? View answer
Don’t see the answer? Contact support at: LegalTracker-Support@tr.com
