This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
MATTER GROUP: Why Can't I Delete a Matter Group? View answer
Matter Management
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: What is the purpose of conditional fields? View answer
Templates, Matter Creation, Matter Management
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
TEMPLATES: Can conditional fields be used when matters are created via Matter Upload? View answer
TEMPLATES: Can conditional fields be used on existing matters? View answer
SUPPORT CONTACT: How do I contact Legal Tracker Support? View answer
Phone, Support, Emails
Law Firm/Vendor: FIRM PROFILE: Can firm users be in two firm profiles? View answer
Law Firm/Vendor, Firm Profile
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: FIRM PROFILE: Which fields are Client specific in the Firm Profile? View answer
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: FIRM PROFILE: What should I do if a Firm has more than one profile? View answer
Law Firm/Vendor: TIMEKEEPERS: What is happening to the leading zeros in my Timekeeper Rate Sheet? View answer
Law Firm/Vendor: INVOICING: How does a firm post multiple invoices to multiple matters? View answer
Law Firm/Vendor, Invoicing
Law Firm/Vendor: CLIENT: How can the firm see a list of our audits? View answer
Law Firm/Vendor, Client
Law Firm/Vendor: INVOICING: How can a Firm get a sample of a LEDES 1998BI file? 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
ACCOUNTING CODES: Can I update accounting codes for multiple matters at once? View answers
Accounting Codes
Law Firm/Vendor: INVOICING: Can a firm be prevented from posting non-LEDES invoices in Tracker if we require LEDES invoices? View answer
Law Firm/Vendor: FIRM PROFILE: What happens to Firm Users if their office profile is deactivated? View answer
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: MATTER MANAGEMENT: How does a firm create a new matter? View answer
Law Firm/Vendor: USERS:Why is the firm getting a message that the user id is unavailable when they try to add a new user? View answer
Law Firm/Vendor, Users
Law Firm/Vendor: MATTER MANAGEMENT: Can a firm create a matter? View answer
Law Firm/Vendor: MATTER MANAGEMENT: How does a firm user get all matter access? View answer
Law Firm/Vendor: INVOICING: How does a firm post an invoice to a consolidated billing matter? View answer
Law Firm/Vendor: INVOICING: Can a firm post one invoice across multiple matters? View answer
Law Firm/Vendor: ACCRUALS: What happens if a firm does not submit their accruals within the accrual window? View answer
Law Firm/Vendor, Accruals
ACCOUNTS PAYABLE: How do I update the Summary format? View answer
Accounts Payable
ACCRUALS: How long do firms have to post accruals? View answer
Accruals
Law Firm/Vendor: INVOICING: How can a firm see payment data in Tracker? View answer
REPORTS: How do I save my report? View answer
Reports
BUDGETS: Who receives an email notification when a law firm budget changes? View answer
ACCRUALS: Can I bulk update matters to change my accruals settings? View answer
Law Firm/Vendor: USERS: How does a firm user set a user as delegate for every user at the firm? View answer
MATTER MANAGEMENT: Can I use bulk update to edit the status report requirement for all matters? View answer
Law Firm/Vendor: INVOICING: How can a firm enter their billing period end date? View answer
REPORTS: Can I make a report public so other user's can use it? View answer
ACCOUNTS PAYABLE: How do I know what invoices are going to be included in the next AP batch? View answer
MATTER PARTICIPANTS: What does no special matter/report access privilege mean? View answer
Matter Participants
BUDGETS: Who receives an email notification for budgets pending approval? View answer
TIMEKEEPERS: Can a law firm see comment when I modify a timekeeper's rate on a rate sheet? View answer
Timekeeper
DASHBOARDS: How do I go back to the original view on my Action items page? View answer
Dashboards
Law Firm/Vendor: ACCRUALS: Can a user with Billing only post accruals? View answer
Don’t see the answer? Contact support at: LegalTracker-Support@tr.com
