This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
TIMEKEEPERS: How many Timekeeper Rate Reviewers can be added? View answer
Timekeepers
MATTER UPLOAD: How are Multi-Pick list values entered on the Matter Upload File? View answer
Matter Upload
TECHNICAL: What is SSO? View answer
Technical
TECHNICAL: What is the SharePoint Online Integration? View answer
TECHNICAL: Can I extend the automatic time-out/sign-out period in Tracker? View answer
TECHNICAL: What version of Outlook does the Outlook Add-In work with? View answer
INVOICE AUDITS: What triggers a new timekeeper audit? View answer
Invoice Audits, Invoice Approval, Invoices, Timekeepers
INVOICE AUDITS: What is the difference between an expense rate and expense total invoice audit? View answer
Invoice Audits, Invoice Approval, Invoices
OFFICES: How do I add a Company office? View answer
Users, Offices
TECHNICAL: How do I install the Outlook Add-In? View answer
INVOICE AUDITS: What is an invoice audit? View answer
TECHNICAL: What is SFTP? View answer
INVOICE APPROVAL: How can I remind invoice approvers to approve their pending invoices? View answer
Invoice Approval, Invoices
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
FIRMS: How do I reactivate an inactive firm? View answer
Firms, Firm Profile
REPORTS: How can I view reports that were shared with me? View answer
Reports
DOCUMENTS: How do I download all documents in a matter? View answer
Documents
INVOICE APPROVAL: What is a Backup BGR? View answer
Invoice Apprvoval, Invoices
USERS: How can I re-activate a user? View answer
FIRM PROFILE: How do I change the Primary Billing Contact? View answer
Firm Profile
LAW FIRM/VENDOR: How can I change a firm address?
FIRMS: How do I connect a firm to the company database? View answer
LAW FIRM/VENDOR: How do I use Firm Matter Data Upload?
Invoices, Matter Management
MATTER MANAGEMENT: Where can I set task code alerts within a matter? View answer
Matter Management
INVOICE APPROVAL: How can I clear task code alerts during invoice approval? View answer
Invoice Audits, Invoice Approval
MATTER MANAGEMENT: Where can I find the pre-configured task code alerts in the System Setup menu? View answer
MATTER MANAGEMENT: What are task code alerts? View answer
Invoice Audits, Matter Management
INVOICE APPROVAL: Can an approver on an invoice approval route undo the audit actions taken by a prior approver? View answer
Invoice Approval, Invoice Audits
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
REPORTS: What is the difference between invoice number and invoice ID? View answer
Invoices, Reports
REPORTS: What the difference between Matter ID and Matter Tracker ID? View answer
Reports, Matter Management, Matter Upload
FIRMS: Where do I view or post a firm engagement letter? View answer
INVOICE APPROVAL: Does a Billing Guideline Reviewer have to clear all audits on invoices prior to approval? View answer
INVOICE APPROVAL: What are the responsibilities of a Billing Guideline Reviewer? View answer
INVOICE APPROVAL: What is the definition of BGR? View answer
REPORTS: Can I run a report where the results will contain only matters opened by certain users? View answer
Reports, Matter Creation
INVOICE APPROVAL: Why am I being asked to complete an outside counsel evaluation during invoice approval? View answer
Invoice Approval, Matter Management
MATTER MANAGEMENT: Can set outside counsel requirements on the matter level? View answer
Templates, Matter Management
MATTER MANAGEMENT: How do I turn off or disable Outside Counsel Evaluations? View answer
Matter Management, Templates, Invoice Approval
Matter Management: What is the purpose of outside counsel evaluations? View answer
Matter Management, Firms, Reports, Invoice Approval
FIRMS: Can Firms View Their Outside Counsel Evaluations? View answer
Firms, Reports, Invoice Approval
INVOICE APPROVAL: How do I move an invoice to a new matter during invoice approval? View answer
VOLUME DISCOUNTS: What is a volume discount? View answer
TEMPLATES: How do I add a matter type template? View answer
Matter Management, Templates
VOLUME DISCOUNTS: Where is a new volume discount arrangement created in Tracker? View answer
VOLUME DISCOUNTS: What options are available when creating a new volume discount arrangement in the firm profile? View answer
MATTER GROUPS: Why can't I close a matter group? View answer
Don’t see the answer? Contact support at: LegalTracker-Support@tr.com
