This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
TRAINING: What recorded trainings are available for company users? View answer
Training
Law Firm/Vendor: TIMEKEEPERS: Do timekeepers need to be added as matter participants? View answer
Law Firm/Vendor, Timekeeper
TRAINING: Is there a live training for law firm users? View answer
Law Firm/Vendor: TIMEKEEPERS: Do timekeepers need to be Tracker users? View answer
Law Firm/Vendor: TIMEKEEPERS: Does a firm have to submit a new timekeeper rate sheet for each client? View answer
TRAINING: How do I find and register for trainings? View answer
Law Firm/Vendor: TIMEKEEPERS: Does a new default rate on a timekeeper rate sheet override a matter specific rate? View answer
Law Firm/Vendor: TIMEKEEPERS: Does anyone at the firm need to approve a timekeeper rate sheet? View answer
Law Firm/Vendor: TIMEKEEPERS: How can a firm change a timekeeper classification? View answer
TEMPLATES: Can conditional fields be used when matters are created via Matter Upload? View answer
Templates, Matter Creation, Matter Management
Law Firm/Vendor: TIMEKEEPERS: How can a law firm identify what rates have been approved by client? View answer
Law Firm/Vendor: TIMEKEEPERS: How can a law firm user change a timekeeper id? View answer
Law Firm/Vendor: TIMEKEEPERS: How does a firm change a Timekeeper ID to match their billing software? View answer
TEMPLATES: Can conditional fields be used on existing matters? View answer
Law Firm/Vendor: TIMEKEEPERS: How does a firm change a Timekeepers name? 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
Law Firm/Vendor: TIMEKEEPERS: How does a firm run a report to see what their timekeepers are billing? View answer
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
Law Firm/Vendor: TIMEKEEPERS: Is YOE (years of expereince) a required field when creating a timekeeper rate sheet online? View answer
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: TIMEKEEPERS: What is happening to the leading zeros in my Timekeeper Rate Sheet? View answer
Law Firm/Vendor: TIMEKEEPERS: What is the Effective Date that autofills when posting a timekeeper rate sheet? View answer
Law Firm/Vendor: TIMEKEEPERS: When adding new timekeepers, do I need to include previous timekeepers on the rate sheet? View answer
Law Firm/Vendor: TIMEKEEPERS: Where can firms see list of timekeepers that have been approved in Tracker? View answer
Law Firm/Vendor: USERS: What information is needed to create a new firm user? View answer
Law Firm/Vendor: TIMEKEEPERS: Where do I add a comment about the rates we are submitting in the Rate Sheet? View answer
Law Firm/Vendor: TIMEKEEPERS: Who at the firm can post a timekeeper rate sheet? 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: TIMEKEEPERS: Why does the same timekeeper appear multiple times when using the "create online"/auto-fill option? 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: TRAINING: What does a new law firm user do if they want additional training on Tracker? View answer
Law Firm/Vendor, Training
Law Firm/Vendor: USERS: Can firms bulk update their users to replace a lead outside counsel? View answer
Law Firm/Vendor: TRAINING: Where can a law firm download the New User Guides? View answer
Law Firm/Vendor: USERS: Can a firm deactivate users who are on a matter? View answer
Law Firm/Vendor: USERS: Can a law firm move a User to a different firm profile? View answer
Law Firm/Vendor: INVOICING: What does a firm need to do if the tax rate is not equal to the line item tax total divided by the line item net total? View answer
Law Firm/Vendor, Invoicing
Law Firm/Vendor: INVOICING: How does a firm show a credit on an invoice? View answer
Law Firm/Vendor: INVOICING: How does a firm show a discount on an invoice? View answer
Law Firm/Vendor: INVOICING: How does a firm show tax on an invoice? View answer
Law Firm/Vendor: INVOICING: How to attach a document? View answer
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
BUDGETS: Why can’t I turn off the law firm budget requirement? View answer
Law Firm/Vendor: INVOICING: If a firm/vendor is reposting the difference of a reduced invoice, can they use the original invoice number? View answer
BUDGETS: Can over-budget auditing be used for Company budgets? View answer
BUDGETS: How can I report on spending for a phased budget? View answer
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