This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
Law Firm/Vendor: INVOICING: How does a firm enter tax information on a non-LEDES invoice? View answer
Law Firm/Vendor, Invoicing
Law Firm/Vendor: ACCRUALS: How does a firm know if the accruals window is open? View answer
Law Firm/Vendor, Accruals
How do I change the inactivity timeout value? View answer
Is FileZone required to use the Outlook Add-In? View answer
Law Firm/Vendor: ACCRUALS: What happens if a firm does not submit their accruals within the accrual window? View answer
USERS: Why can't I change the Tracker Coordinator? View answer
Users
Law Firm/Vendor: ACCRUALS: Who at the law firm receives the accrual notification emails? View answer
USERS: How do I see the delegates for another User? View answer
USERS: How do I limit a users access to matters? View answer
USERS: How do I grant a user special matter access? View answer
Law Firm/Vendor: BUDGETS: Can a firm edit their budget? View answer
Law Firm/Vendor, Budgets
USERS: How do I add a delegate? View answer
USERS: How can I add a firm admin to a firm? View answer
USER LOGIN: How do I reset my Legal Tracker password? View answer
User Login
TIMEKEEPERS: Will a matter specific rate override a default rate? View answer
Timekeeper
Law Firm/Vendor: BUDGETS: What is a phased budget? View answer
TIMEKEEPERS: Why does the Timekeeper Rate Report show more than one approved rate for a timekeeper? View answer
TIMEKEEPERS: What is a missing timekeeper? View answer
Law Firm/Vendor: BUDGETS: Who at the firm receives budget reminders? View answer
TIMEKEEPERS: How to I remove duplicate timekeepers? 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 a law firm see comment when I modify a timekeeper's rate on a rate sheet? View answer
TEMPLATES: Why can I not uncheck some fields? View answer
Templates
TEMPLATES: How do I create a custom field? View answer
TEMPLATES: How do I change matter template fields? View answer
Law Firm/Vendor: CLIENT: How can the firm see a list of our audits? View answer
Law Firm/Vendor, Client
SUBSTANTIVE LAW: How do I add a substantive law category? View answer
Substantive Law
SUBSTANTIVE LAW: Can I rename a substantive law classification? View answer
Law Firm/Vendor: CLIENT: What does a firm do if they do not see us on their client list? View answer
Law Firm/Vendor: CLIENT: Where can firms see our billing policies? View answer
SETUP: How do I create a matter group? View answer
Setup
SETUP: How do I get my name to appear at the bottom of the page as the primary contact? View answer
Law Firm/Vendor: CLIENT: Why does it say a Law Firm User has no access to our database? View answer
REPORTS: Why is my report different than my Dashboard? View answer
Reports
Law Firm/Vendor: FIRM PROFILE: Can a firm add it's profile to Tracker? View answer
Law Firm/Vendor, Firm Profile
REPORTS: What is an Advanced Filter? View answer
Law Firm/Vendor: FIRM PROFILE: Does a firm admin have access to all matters in the system? View answer
MATTER MANAGEMENT: How do I delete a matter? View answer
Matter Management
Law Firm/Vendor: MATTER MANAGEMENT: Can a firm edit the Lead Outside Counsel designation? View answer
Law Firm/Vendor, Matter Management
MATTER MANAGEMENT: How do I edit the matter options? View answer
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
MATTER MANAGEMENT: How do I require status reports? View answer
Law Firm/Vendor: INVOICING: Why is the firm receiving the error message that UTBMS codes are required when trying to upload their invoice? View answer
MATTER MANAGEMENT: How do I update closed matters? View answer
MATTER MANAGEMENT: Who can close a matter? View answer
MATTER PARTICIPANTS: How do I edit the Lead Company Person? View answer
Matter Participants
Law Firm/Vendor: INVOICING: Why can't the firm user see the incomplete tasks? View answer
Law Firm/Vendor: INVOICING: Who at the firm receives an email notification of a rejected invoice? View answer
MATTER PARTICIPANTS: What does Report Access Only mean? View answer
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