This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
Law Firm/Vendor: FIRM PROFILE: How does a firm edit their Firm name? 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: Can a firm delete an office? View answer
Law firm/vendor: USERS: Does the email domain of a new firm user have to match the domain name of the the firm lead system administrator? View answer
Users
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 does a User need to choose between two different Registration Keys? View answer
OFFICES: How do I add a Company office? View answer
Users, Offices
Law Firm/Vendor: ONEPASS: Why can the firm admin not reset a user's password? View answer
TECHNICAL: Can I extend the automatic time-out/sign-out period in Tracker? View answer
Technical
Law Firm/Vendor: ONEPASS: What should my vendor do if they forgot their password? View answer
MATTER UPLOAD: How are Multi-Pick list values entered on the Matter Upload File? View answer
Matter Upload
TIMEKEEPERS: How many Timekeeper Rate Reviewers can be added? View answer
Timekeepers
Law Firm/Vendor: ONEPASS: What happens if the law firm user doesn't see a verification method and cannot sign in? View answer
INVOICE APPROVAL: Where can I configure what invoice formats my company accepts? View answer
Invoice Approval
Law Firm/Vendor: ONEPASS: What happens if the firm user is not receiving the password reset email from OnePass? View answer
Law Firm/Vendor: ONEPASS: How does a firm user migrate to OnePass? View answer
Law Firm/Vendor: ONEPASS: Does the username have to be the email address? View answer
Law Firm/Vendor: ONEPASS: Do firm users have to use OnePass? View answer
INVOICE APPROVAL: How can I change the invoice formats allowed from LEDES to non-LEDES for non-firm vendors? View answer
AUDITS: Will a non-LEDES invoice trigger audit flags if my company only allows LEDES invoices? View answer
Invoice Audits
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: INVOICING: Can a law firm user submit a non-LEDES invoice if LEDES invoices are required? View answer
Invoices
Law Firm/Vendor: INVOICING: What happens if a firm user tries to submit a non-LEDES invoice if LEDES is required? View answer
INVOICES: Is there an invoice format setting for company live or memo invoices? View answer
Law Firm/Vendor: MATTER MANAGEMENT: How does a firm user get all matter access? View answer
Law Firm/Vendor, Matter Management
Law Firm/Vendor: INVOICING: Can companies designate what currencies firms can select when they submit invoices? View answer
Law Firm/Vendor: INVOICING: Where is the company default setting for what currencies firms are allowed to use? View answers
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
DASHBOARDS: Can I limit someone's Dashboard data to a particular practice area? View answer
Dashboards
JOBS: What does JOBS mean? View answer
Jobs
CONTRACTS: How do I submit a contract? View answer
Contracts
CONTRACTS: How do I report on the Contract fields? View answer
CONTRACTS: How do I create a new contract type? View answer
CONTRACTS: How do I create a custom contract field? View answer
COMPANY PROFILE: How do I change the Tracker Coordinator? View answer
Company Profile
CLOSING MATTERS: How can I close an inactive matter without notifying the firm? View answer
Closing Matters
BUDGETS: Why is there a budget pending review when budgets are not required? View answer
Budgets
BUDGETS: Who receives an email notification when a law firm budget changes? View answer
BUDGETS: Who receives an email notification when a budget reforecast is due? View answer
BUDGETS: Who receives an email notification for budgets pending approval? View answer
BUDGETS: Who has access to view budgets? View answer
BUDGETS: Who has access to approve budgets? View answer
BUDGETS: What is a company budget? View answer
BUDGETS: What does it mean to lock a budget? View answer
BUDGETS: How do I view a budget? View answer
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