This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
TIMEKEEPERS: What is the Index? View answer
Timekeeper
OFFICE VENDOR NUMBER: Who is responsible for providing an office vendor number for the vendor if they are required by the AP route? View answer
Office Vendor Number
OFFICE VENDOR NUMBER: What is the difference between office vendor numbers and accounting codes? View answer
OFFICE VENDOR NUMBER: What does, "Firm Office Vendor Numbers must be complete before you can approve this invoice" View answer
TIMEKEEPERS: Where does the Index rate come from? View answer
OFFICE VENDOR NUMBER: How do I update the office vendor number on an invoice, so that it attaches to future invoices from that firm? View answer
OFFICE VENDOR NUMBER: How do I get a list of all my office vendor numbers? View answer
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: MATTER MANAGEMENT: What matter profile information can a firm update? View answer
Law Firm/Vendor, Matter Management
Law Firm/Vendor: MATTER MANAGEMENT: Where can the firm see a list of incomplete tasks on a matter? View answer
Law Firm/Vendor: MATTER MANAGMENT: How does a firm user add a user to a matter? View answer
Law Firm/Vendor: CLIENT: What does a firm do if they do not see us on their client list? View answer
MATTER UPLOAD: Why don't I see the Matter Upload tab? View answer
Matter Upload
MATTER UPLOAD: How many matters can I create at a time? View answer
Law Firm/Vendor: ONEPASS: Do firm users have to use OnePass? View answer
Law Firm/Vendor, OnePass
MATTER PARTICIPANTS: Why does a participant appear multiple times on matter participants list? View answer
Matter Participants
MATTER PARTICIPANTS: What does Report Access Only mean? View answer
Law Firm/Vendor: CLIENT: How can the firm see a list of our audits? View answer
Law Firm/Vendor: ONEPASS: What should my vendor do if they forgot their password? View answer
USER LOGIN: How do I reset another user's password? View answer
User Login
USER LOGIN: How do I reset my Legal Tracker password? View answer
USERS: Can I deactivate a firm user? View answer
Users
MATTER PARTICIPANTS: How do I edit the Lead Outside Counsel? View answer
Law Firm/Vendor: ONEPASS: What should my vendor do if they forgot their username? View answer
USERS: Can I delete a firm user? View answer
MATTER MANAGEMENT: What fields are required when I am closing matters? View answer
Matter Management
MATTER MANAGEMENT: How do I view outside counsel evaluations? View answer
Law Firm/Vendor: BUDGETS: Why does the firm keep receiving a budget notification email? View answer
Law Firm/Vendor, Budgets
MATTER MANAGEMENT: How do I update closed matters? View answer
MATTER MANAGEMENT: How do I require status reports? View answer
Law Firm/Vendor: BUDGETS: Who at the firm receives budget reminders? View answer
ACCOUNTING CODES: What are accounting codes? View answer
Accounting Codes
COMPANY PROFILE: How do I edit my company profile? View answer
Company Profile
CLOSING MATTERS: How can I close an inactive matter without notifying the firm? View answer
Closing Matters
BULK UPDATE: Why do I have to Print before I can save my changes? View answer
Bulk Update
ALTERNATIVE FEE ARRANGEMENTS: How do I configure and enter a firm level fee arrangement? View answer
Alternative Fee Arrangements
TEMPLATES: How do I add a matter type template? View answer
Matter Management, Templates
VOLUME DISCOUNTS: What is a volume discount? View answer
Firm Profile
BUDGETS: What is a law firm budget? View answer
Budgets
BUDGETS: What is a departmental budget? View answer
BUDGETS: What is a budget reforecast? View answer
ACCOUNTS PAYABLE: Can an AP route manager's responsibilities be delegated? View answer
Accounts Payable
BUDGETS: What happens if I do not approve a budget? View answer
BUDGETS: How do I set my delegate up with authority to approve my budgets? View answer
ALTERNATIVE FEE ARRANGEMENTS: What are the budget implications of choosing Matter Lifetime Costs? View answer
ALTERNATIVE FEE ARRANGEMENTS: What are the audit options for when fees or expense are exceeded for a firm AFA? View answer
TIMEKEEPERS: Can a firm post a rate sheet while another rate sheet from that firm is still pending review ? View answer
ACCOUNTS PAYABLE: How do I create a new AP route? View answers
MATTER MANAGEMENT: How do I set Pre-configured Task Code Alerts? View answer
BUDGETS: How do I edit a budget? View answer
Don’t see the answer? Contact support at: LegalTracker-Support@tr.com
