This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
INVOICE APPROVAL: How do I approval all invoices pending my review? View answer
Invoice Approval
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
Users
INVOICE APPROVAL: Who can disable the invoice approval route resets? View answer
MATTER MANAGEMENT: How do I reopen a closed Matter? View answer
Matter Management
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
LEGAL HOLD: Can I create a Legal Hold in Tracker? View answer
Legal Hold
LEGAL HOLD: How do I create a linked Legal Hold Matter in Tracker? View answer
USERS: If I am locked out, will my Delegates be locked out as well? View answer
ACCOUNTS PAYABLE: How do I include more tax types on invoice spreadsheets? View answer
Accounts Payable
INVOICE APPROVAL: How do I make a User an Invoice Rejector? View answer
Invoice Approval, Users
INVOICE APPROVAL: Who can be an invoice rejector? View answer
ACCOUNTS PAYABLE: How do I edit what types of invoices are included in the AP batch? View answer
ACCOUNTS PAYABLE: How do I exclude zero amount invoices from AP batches? View answer
INVOICE APPROVAL: Why do I, as the Tracker Coordinator, not have the ability to make a User an Invoice Rejector? View answer
INVOICE APPROVAL: What System Role is required to be an Invoice Rejector? View answer
ALTERNATIVE FEE ARRANGEMENTS: Will an existing budget impact the Capped Fee schedule on a Matter? View answer
ACCOUNTS PAYABLE: What kinds of invoices can be included in the AP Batch? View answer
INVOICE APPROVAL: How can I reject an invoice if I am not listed on the invoice approval route? View answer
ACCOUNTS PAYABLE: How do I prevent zero dollar invoices from going to AP? View answer
INVOICE APPROVAL: What are the two options for an Invoice Rejector? View answer
USERS: How do I login after being locked out for inactivity? View answer
ALTERNATIVE FEE ARRANGEMENTS: How do I change a firm’s fee arrangement on a Matter? View answer
INVOICE APPROVAL: How do I remove an additional approver from an invoice? View answer
FIRMS: How do I add a firm to Tracker? View answers
Firms
Law Firm/Vendor: TIMEKEEPERS: Does a firm have to submit a new timekeeper rate sheet for each client? View answer
Law Firm/Vendor, Timekeeper
Law Firm/Vendor: TIMEKEEPERS: Do timekeepers need to be Tracker users? View answer
Law Firm/Vendor: TIMEKEEPERS: Do timekeepers need to be added as matter participants? View answer
Law Firm/Vendor: TIMEKEEPERS: Can a firm user enter timekeeper rates if we have not enabled timekeeper rate review? View answer
Law Firm/Vendor: TIMEKEEPERS: Can a firm see a list of approved rates? View answer
Law Firm/Vendor: TIMEKEEPERS: Can a firm merge timekeepers that appear as duplicates? View answer
Law Firm/Vendor: TIMEKEEPERS: Can a firm delete old timekeepers? View answer
Law Firm/Vendor: TIMEKEEPERS: Can a firm create a rate sheet online? View answer
Law Firm/Vendor: TIMEKEEPERS: Can a delegate submit a timekeeper rate sheet? View answer
Law Firm/Vendor: TIMEKEEPERS: How can a firm edit a timekeeper rate sheet? View answer
Law Firm/Vendor: STATUS REPORT: Why is the firm receiving an alert that a status report is due if already entered it? View answer
Law Firm/Vendor, Status Report
Law Firm/Vendor: STATUS REPORT: Why can a firm not edit their status report? View answer
Law Firm/Vendor: STATUS REPORT: If a firm entered a note instead of a status report, will that satisfy the requirement? View answer
Law Firm/Vendor: STATUS REPORT: Does a firm need to enter a status report if there is no update? View answer
Law Firm/Vendor: FIRM PROFILE: Which fields are Client specific in the Firm Profile? View answer
Law Firm/Vendor, Firm Profile
Law Firm/Vendor: FIRM PROFILE: Where does a firm enter their Wire Transfer information? View answer
Law Firm/Vendor: FIRM PROFILE: What does a firm do in the event of a firm merge? View answer
Don’t see the answer? Contact support at: LegalTracker-Support@tr.com
