This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
MATTER MANAGEMENT: How do I update multiple matters at once? View answer
Matter Management
MATTER MANAGEMENT: How do I see incomplete fields on a matter? View answer
MATTER MANAGEMENT: How do I post a note? 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 delete a duplicate matter? View answer
MATTER MANAGEMENT: How do I clone 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
LEDES ADJUSTMENT: How can I rename the LEDES adjustment reasons? View answer
LEDES Adjustment
LEDES ADJUSTMENT: Can I rename the LEDES adjustment reasons? View answer
INVOICES: Why would I post a memo entry invoice? View answer
Invoices
INVOICES: Why would I post a live invoice? View answer
INVOICES: How do I post an invoice on behalf of a third party? View answer
INVOICES: How do I forward an invoice for approval if an approver is out of the office? View answer
INVOICES: How do I attach a file to an invoice that the law firm forgot to attach? View answer
INVOICES: Can a firm post an invoice across more than one matter? View answer
REPORTS: How do I add a filter to my report? View answer
Reports
REPORTS: How can I see a list of matters without recent activity? View answer
REPORTS: Do I need to be a matter participant to run a report? View answer
REPORTS: Can I share reports with someone outside of Tracker? View answer
REPORTS: Can I add multiple filters to my report? View answer
REPORTS: Can anyone else see my reports list? View answer
PRACTICE GROUPS: What happens to existing matters if I re-organize a practice group? View answer
Practice Groups
PRACTICE GROUPS: Is there a limit on the number of Practice Groups I can create? View answer
PRACTICE GROUPS: How do I export a list of my practice groups? View answer
PRACTICE GROUPS: How do I change the name of a practice group? View answer
PRACTICE GROUPS: How do I deactivate a practice group? View answer
ORGANIZATIONAL UNITS: What happens to existing matters if I re-organize an organizational unit? View answer
Organizational Units
ORGANIZATIONAL UNITS: What happens to existing matters if I edit an organizational unit? View answer
ORGANIZATIONAL UNITS: What happens if I deactivate an organizational unit? View answer
ORGANIZATIONALUNITS: Is there a limit on the number of organization units I can create? View answer
ORGANIZATIONAL UNITS: If I update my organizational unit on a matter, what happens to future invoices? View answer
ORGANIZATIONAL UNITS: How do I deactivate an organizational unit? View answer
ORGANIZATIONAL UNITS: If I update my organizational unit on a matter, will previously paid/approved invoices be affected? View answer
ORGANIZATIONAL UNITS: If I update my organizational unit on a matter, what happens to pending invoices? View answer
ORGANIZATIONAL UNITS: How do I re-name an organizational unit? View answer
ORGANIZATIONAL UNITS: How do I move organizational units? View answer
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