This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
REPORTS: How can I view reports that were shared with me? View answer
Reports
LAW FIRM/VENDOR: How can I change a firm address?
Firms, Firm Profile
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
FIRM PROFILE: How do I change the Primary Billing Contact? View answer
Firm Profile
USERS: How can I re-activate a user? View answer
Users
MATTER MANAGEMENT: Where can I set task code alerts within a matter? View answer
Matter Management
MATTER MANAGEMENT: Where can I find the pre-configured task code alerts in the System Setup menu? View answer
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
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
VOLUME DISCOUNTS: What options are available when creating a new volume discount arrangement in the firm profile? View answer
Can my view switch back to the classic Tracker UI? View answer
Setup, UI
Does anything have to be enabled in order to view task code alerts by line item? View answer
other
How do you make task code alerts by line item appear in Tracker? View answer
What is the consequence of saving accruals but not approving before lockdown? View answer
Accruals
ACCRUALS: Why would a company see the save option during accrual review grayed out and unavailable? View answer
DOCUMENTS: Can I share links to documents with other users? View answer
Documents
DOCUMENTS: Can I add a related document to a file? View answer
What is the Mark Read function? View answer
EXTERRO: What is Exterro? View answer
Legal Hold
LIBRARY: How do I add documents to matters from the Library? View answer
Matter Upload, Matter Management
MATTERS: How can I edit a document from a matter? View answer
Documents, Matter Management
TIMEKEEPER RATE SHEETS: Can companies complete Timekeeper Rate Sheets on behalf of firms? View answer
INVOICE APPROVAL: How do I move line items from one invoice to another matter? View answer
Invoice Approval
MATTER TYPE TEMPLATES: How do I deactivate a Matter Type Template? View answer
Templates
MATTER TYPE TEMPLATES: How do I reactivate a Matter Type Template? View answer
MATTER MANAGEMENT: How do I delete a Status Report? View answer
INVOICE APPROVAL: How do I approval all invoices pending my review? View answer
ACCOUNTS PAYABLE: How do I send Tax to my AP Department in the Firm’s Native Currency to comply with Tax Laws? View answer
Accounts Payable
ALTERNATIVE FEE ARRANGEMENTS: How do I configure and enter a firm level fee arrangement? View answer
Alternative Fee Arrangements
ALTERNATIVE FEE ARRANGEMENTS: What is a portfolio in the context of a fee arrangement based on a firm? View answer
ALTERNATIVE FEE ARRANGEMENTS: Why isn’t there a Firms tab on my Matter? View answer
DASHBOARD: Why do some dashboard charts have bar chart icons and others do not? View answer
Dashboards
USERS: Can I change the time window for user inactivity? View answer
INVOICE APPROVAL: Who can disable the invoice approval route resets? View answer
ALTERNATIVE FEE ARRANGEMENTS: Can I turn on an AFA based on invoices in multiple Matters with the same firm? View answer
MATTER MANAGEMENT: How do I reopen a closed Matter? 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
ALTERNATIVE FEE ARRANGEMENTS: Who can add firms into the Firms tab of the Matter and/or edit the AFA? View answer
DASHBOARDS: How do I know which dashboards have benchmark data available? View answer
OUTLOOK: How do I enable the Outlook add-in? View answer
Outlook
ALTERNATIVE FEE ARRANGEMENTS: What happens if a firm is removed from a Matter on which they had an AFA? View answer
Don’t see the answer? Contact support at: LegalTracker-Support@tr.com
