This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
TIMEKEEPERS: How can I give our firm a list of their approved timekeepers and their rates? View answer
Timekeeper
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
Firm Profile
INVOICE APPROVAL: Does a Billing Guideline Reviewer have to clear all audits on invoices prior to approval? View answer
Invoice Approval, Invoice Audits
INVOICE APPROVAL: What are the responsibilities of a Billing Guideline Reviewer? View answer
INVOICE APPROVAL: What is the definition of BGR? 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
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
MATTER GROUPS: Why can't I close a matter group? View answer
Matter Management
MATTER GROUP: Why Can't I Delete a Matter Group? View answer
USER PROFILE: How do I change my email address in Tracker? View answer
User Login, Users
TRAINING: What recorded trainings are available for company users? View answer
Training
TRAINING: Is there a live training for law firm users? View answer
TRAINING: How do I find and register for trainings? View answer
TEMPLATES: Can conditional fields be used on existing matters? View answer
Templates, Matter Creation, Matter Management
TEMPLATES: Can conditional fields be used when matters are created via Matter Upload? View answer
TEMPLATES: What is the purpose of conditional fields? View answer
TEMPLATES: How do I use conditional fields on a templates? View answer
Templates, Matter Management, Matter Creation
BUDGETS: How to I create custom phased budgets? View answer
Budgets, Phased Budget
BUDGETS: When using phased budgets, am I limited to the default budget phases or can I create custom budget phases View answer
BUDGETS: How to I provide a comment, description, or note when adding a budget? View answer
Budgets
SUPPORT CONTACT: How do I contact Legal Tracker Support? View answer
Phone, Support, Emails
Law Firm/Vendor: ACCRUALS: Can a user with Billing only post accruals? View answer
Law Firm/Vendor, Accruals
Law Firm/Vendor: INVOICING: How does a firm post multiple invoices to multiple matters? View answer
Law Firm/Vendor, Invoicing
Law Firm/Vendor: CLIENT: Why does it say a Law Firm User has no access to our database? View answer
Law Firm/Vendor, Client
Law Firm/Vendor: INVOICING: Who at the firm can re-post a rejected invoice? View answer
Law Firm/Vendor: BUDGETS: Why does the firm user not see the Actions tab when trying to submit a budget? View answer
Law Firm/Vendor, Budgets
Law Firm/Vendor: FIRM PROFILE: Can firm users be in two firm profiles? View answer
Law Firm/Vendor, Firm Profile
Law Firm/Vendor: FIRM PROFILE: I am the Lead System Administrator, why does my name not appear on the bottom of the screen? View answer
Law Firm/Vendor: FIRM PROFILE: What should I do if a Firm has more than one profile? View answer
Law Firm/Vendor: TIMEKEEPERS: Is YOE (years of expereince) a required field when creating a timekeeper rate sheet online? View answer
Law Firm/Vendor, Timekeeper
Law Firm/Vendor: TIMEKEEPERS: How can a law firm user change a timekeeper id? 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
Law Firm/Vendor: FIRM PROFILE: Which fields are Client specific in the Firm Profile? View answer
Law Firm/Vendor: TIMEKEEPERS: What is happening to the leading zeros in my Timekeeper Rate Sheet? View answer
Law Firm/Vendor: REPORTS: Can a firm run a report to download all documents uploaded in Tracker? View answer
Law Firm/Vendor, Reports
Law Firm/Vendor: MATTER MANAGMENT: How does a firm user add a user to a matter? View answer
Law Firm/Vendor, Matter Management
Law Firm/Vendor: INVOICING: What does it mean when a law firm says my invoice has audits? View answer
Law Firm/Vendor: TIMEKEEPERS: Do timekeepers need to be Tracker users? View answer
Law Firm/Vendor: FIRM PROFILE: Why do I receive a error when trying to change the Firm Name? View answer
Don’t see the answer? Contact support at: LegalTracker-Support@tr.com
