This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
TIMEKEEPERS: Is it possible to have more than one currency for a timekeeper? View answer
Timekeeper
TIMEKEEPERS: If I approve a timekeeper audit for all matters, will this supplant the rate on the rate sheet? View answer
TIMEKEEPERS: How to I remove duplicate timekeepers? View answer
TIMEKEEPERS: How do I submit a rate sheet on behalf of a firm? View answer
TIMEKEEPERS: How do I determine if/when a rate sheet expires? View answer
TIMEKEEPERS: Can you delegate timekeeper rate review? View answer
TIMEKEEPERS: Can I change the currency for a timekeeper on the timekeeper rate sheet? View answer
TEMPLATES: What happens if I remove a field from a matter type template? View answer
Templates
TEMPLATES: How do I make a field required? View answer
TEMPLATES: How do I make a field optional? View answer
TEMPLATES: How do I edit the field options for a custom field? View answer
TEMPLATES: How do I change matter template fields? View answer
TEMPLATES: How do I change how budget audits are calculated? View answer
SUBSTATNIVE LAW: What happens to existing matters if I deactive a substantive law category? View answer
Substantive Law
SUBSTANTIVE LAW: Why can I not deactivate a substantive law classification? View answer
SUBSTANTIVE LAW: How do I add a substantive law category? View answer
SUBSTANTIVE LAW: Can I rename a substantive law classification? View answer
SUBSTANTIVE LAW: How do I deactivate a substantive law category? View answer
SETUP: How do I create a matter group? View answer
Setup
MISC: How do I get my Westlaw invoices posted to Tracker? View answer
Misc
MISC: How do I get my Tracker invoices posted to Tracker? View answer
MATTER UPLOAD: How many matters can I update at a time? View answer
Matter Upload
MATTER UPLOAD: How many matters can I create at a time? View answer
MATTER UPLOAD: Does it send email notices when I use matter upload? View answer
MATTER UPLOAD: Can I bulk update a custom field through matter upload? View answer
MATTER PARTICIPANTS: What is the difference between all who have access view and the participants/delegates view? View answer
Matter Participants
MATTER PARTICIPANTS: What does Report Access Only mean? View answer
MATTER PARTICIPANTS: What does Matter Reader & Report Access mean? View answer
MATTER PARTICIPANTS: What does Matter Editor & Report Access mean? View answer
MATTER PARTICIPANTS: What does Matter Administrator & Report Access mean? View answer
MATTER PARTICIPANTS: What does Billing Access Only mean? View answer
MATTER PARTICIPANTS: How do I edit the Lead Outside Counsel? View answer
MATTER MANAGEMENT: Why can I not see profile fields that are incomplete tasks for the law firm? View answer
Matter Management
MATTER MANAGEMENT: How do I view outside counsel evaluations? View answer
MATTER MANAGEMENT: How do I update closed matters? View answer
MATTER MANAGEMENT: How do I submit a status report? View answer
MATTER MANAGEMENT: How do I post a note? View answer
MATTER MANAGEMENT: How do I merge matters? View answer
MATTER MANAGEMENT: How do I edit a matter profile? View answer
MATTER MANAGEMENT: How do I disable the status report requirement at the matter type template level? View answer
MATTER MANAGEMENT: How do I disable the status report requirement at the matter level? View answer
MATTER MANAGEMENT: How do I add a user to a matter? View answer
MATTER MANAGEMENT: How can I see what the firm sees? View answer
MATTER MANAGEMENT: Can I use bulk update to edit the status report requirement for all matters? View answer
MATTER CREATION: Can the law firm create a matter? View answer
Matter Creation
LEDES ADJUSTMENT: Can I rename the LEDES adjustment reasons? View answer
LEDES Adjustment
INVOICES: How do we prevent law firms from posting invoices in a foreign currency? View answers
Invoices
INVOICES: How do I post an invoice on behalf of a third party? View answer
INVOICES: Can firms post a memo entry invoice? View answer
INVOICES: Can a firm post an invoice across more than one matter? View answer
Don’t see the answer? Contact support at: LegalTracker-Support@tr.com
