This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
ALTERNATIVE FEE ARRANGEMENTS: Who can add firms into the Firms tab of the Matter and/or edit the AFA? View answer
Alternative Fee Arrangements
DASHBOARDS: How do I know which dashboards have benchmark data available? View answer
Dashboards
LIBRARY: How do I add documents to matters from the Library? View answer
Matter Upload, Matter Management
MATTER MANAGEMENT: How do I set Pre-configured Task Code Alerts? View answer
Matter Management
Law Firm/Vendor: BUDGETS: Why does the firm user not see the Actions tab when trying to submit a budget? View answer
Law Firm/Vendor, Budgets
Law Firm/Vendor: BUDGETS: Why does the firm keep receiving a budget notification email? View answer
Law Firm/Vendor: BUDGETS: Why can the firm user not enter the budget? View answer
USERS: If I am locked out, will my Delegates be locked out as well? View answer
Users
Law Firm/Vendor: INVOICING: Can a firm see if a tax rate has been approved? View answer
Law Firm/Vendor, Invoicing
Law Firm/Vendor: INVOICING: Can a firm still post an invoice if they are no longer on the matter? View answer
ACCOUNTS PAYABLE: How do I include more tax types on invoice spreadsheets? View answer
Accounts Payable
Law Firm/Vendor: ONEPASS: What should my vendor do if they forgot their password? View answer
Law Firm/Vendor, OnePass
Law Firm/Vendor: ONEPASS: What should my vendor do if they forgot their username? View answer
TECHNICAL: How do I install the Outlook Add-In? View answer
Technical
Law Firm/Vendor: ONEPASS: Why can the firm admin not reset a user's password? View answer
TECHNICAL: What is SFTP? View answer
Law Firm/Vendor: ONEPASS: Why does a User need to choose between two different Registration Keys? View answer
Law Firm/Vendor: ONEPASS: Why does it show another user's name when they log in? View answer
Law Firm/Vendor: FIRM PROFILE: Can a firm delete an office? View answer
Law Firm/Vendor, Firm Profile
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: How does a firm edit their Firm name? View answer
FIRMS: How do I reactivate an inactive firm? View answer
Firms, Firm Profile
Law Firm/Vendor: FIRM PROFILE: How does a law firm delete their profile after they disolve? View answer
Law Firm/Vendor: FIRM PROFILE: I am the Lead System Administrator, why does my name not appear on the bottom of the screen? View answer
Law Firm/Vendor: FIRM PROFILE: What does a firm do if there are duplicate firm profiles? View answer
LAW FIRM/VENDOR: How do I use Firm Matter Data Upload?
Invoices, Matter Management
Law Firm/Vendor: FIRM PROFILE: What does a firm need to do in the event the firm name changed? View answer
MATTER MANAGEMENT: Where can I find the pre-configured task code alerts in the System Setup menu? View answer
Law Firm/Vendor: FIRM PROFILE: Where does a firm enter their Wire Transfer information? View answer
Law Firm/Vendor: FIRM PROFILE: Which fields are Client specific in the Firm Profile? View answer
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
TIMEKEEPERS: Can a firm post a rate sheet while another rate sheet from that firm is still pending review ? View answer
Timekeeper
TIMEKEEPERS: How can I give our firm a list of their approved timekeepers and their rates? View answer
TIMEKEEPERS: Can a law firm see my comments when I modify a timekeeper's rate on a rate sheet? View answer
FIRMS: Where do I view or post a firm engagement letter? View answer
Firm Profile
Law Firm/Vendor: TIMEKEEPERS: Can a delegate submit a timekeeper rate sheet? View answer
Law Firm/Vendor, Timekeeper
INVOICE APPROVAL: What are the responsibilities of a Billing Guideline Reviewer? View answer
Invoice Approval, Invoice Audits
VOLUME DISCOUNTS: What is a volume discount? View answer
INVOICE APPROVAL: How do I move an invoice to a new matter during invoice approval? View answer
Invoice Approval, Invoices
TEMPLATES: How do I add a matter type template? View answer
Matter Management, Templates
REPORTS: Can I run a report where the results will contain only matters opened by certain users? View answer
Reports, Matter Creation
Law Firm/Vendor: TIMEKEEPERS: Can a firm see a list of approved rates? View answer
MATTER MANAGEMENT: Can set outside counsel requirements on the matter level? View answer
Templates, Matter Management
Matter Management: What is the purpose of outside counsel evaluations? View answer
Matter Management, Firms, Reports, Invoice Approval
Law Firm/Vendor: TIMEKEEPERS: Do timekeepers need to be Tracker users? View answer
FIRMS: Can Firms View Their Outside Counsel Evaluations? View answer
Firms, Reports, Invoice Approval
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
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
Don’t see the answer? Contact support at: LegalTracker-Support@tr.com