This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
Law Firm/Vendor: ACCRUALS: Can a firm admin post accruals information? View answer
Law Firm/Vendor, Accruals
Law Firm/Vendor: ACCRUALS: Can a Company User input accruals on behalf of a Law Firm? View answer
Law Firm/Vendor: FIRM PROFILE: Does a firm admin have access to all matters in the system? View answer
Law Firm/Vendor, Firm Profile
Law Firm/Vendor: FIRM PROFILE: If the wrong firm admin is set up, how can they update their profile? View answer
Law Firm/Vendor: INVOICING: Can a Company User post my LEDES invoice for me? View answer
Law Firm/Vendor, Invoicing
Law Firm/Vendor: MATTER MANAGEMENT: Can a firm close a matter? View answer
Law Firm/Vendor, Matter Management
Law Firm/Vendor: INVOICING: How can a firm convert an invoice to a LEDES file? View answer
Law Firm/Vendor: INVOICING: How can a firm determine if client requires activity codes? View answer
Law Firm/Vendor: INVOICING: How can a firm reflect multiple taxes on an invoice? View answer
Law Firm/Vendor: INVOICING: How does a firm show tax on an invoice? View answer
USERS: How do I see the delegates for another User? View answer
Users
Law Firm/Vendor: INVOICING: Who at the firm can re-post a rejected invoice? View answer
USERS: How do I grant a user special matter access? View answer
Law Firm/Vendor: MATTER MANAGEMENT: Can a firm edit the Lead Outside Counsel designation? View answer
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: ONEPASS: What happens if the firm user is not receiving the password reset email from OnePass? View answer
Law Firm/Vendor, OnePass
Law Firm/Vendor: FIRM PROFILE: How do I change the name that appears at the bottom of the screen? View answer
Law Firm/Vendor: FIRM PROFILE: How does a firm edit their Firm name? View answer
Law Firm/Vendor: FIRM PROFILE: How does a law firm delete their profile after they disolve? View answer
Law Firm/Vendor: FIRM PROFILE: What does a firm do if there are duplicate firm profiles? View answer
Law Firm/Vendor: FIRM PROFILE: What does a firm do in the event of a firm merge? View answer
Law Firm/Vendor: FIRM PROFILE: What does a firm need to do in the event the firm name changed? View answer
USERS: How can I add a firm admin to a firm? View answer
USERS: Can I delete a firm user? View answer
Law Firm/Vendor: TIMEKEEPERS: How can a law firm identify what rates have been approved by client? View answer
Law Firm/Vendor, Timekeeper
Law Firm/Vendor: TIMEKEEPERS: How does a firm change a Timekeeper ID to match their billing software? View answer
Law Firm/Vendor: TIMEKEEPERS: Who at the firm can post a timekeeper rate sheet? View answer
Law Firm/Vendor: TIMEKEEPERS: Who receives notification when a Timekeeper Rate Sheet is approved? View answer
Law Firm/Vendor: TRAINING: Where can a law firm download the New User Guides? View answer
Law Firm/Vendor, Training
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
REPORTS: Can I run a report where the results will contain only matters opened by certain users? View answer
Reports, Matter Creation
TIMEKEEPERS: Will a matter specific rate override a default rate? View answer
Timekeeper
VOLUME DISCOUNTS: What is a volume discount? View answer
Firm Profile
TIMEKEEPERS: Where does the Index rate come from? View answer
TIMEKEEPERS: Is it possible to have more than one currency for a timekeeper? View answer
TIMEKEEPERS: How can I update a timekeeper rate if I accidentally approved a timekeeper rate for all matters instead of this matter only? View answer
TIMEKEEPERS: How do I see more than one prior timekeeper rate on the Timekeeper Rate Report? View answer
FIRMS: Where do I view or post a firm engagement letter? View answer
OFFICES: How do I add a Company office? View answer
Users, Offices
TIMEKEEPERS: Can a law firm see comment when I modify a timekeeper's rate on a rate sheet? View answer
BUDGETS: Who receives an email notification when a budget is due? View answer
Budgets
BUDGETS: Who receives an email notification for budgets pending approval? View answer
MATTER MANAGEMENT: How do I post a note? View answer
Matter Management
ACCOUNTING CODES: How many different accounting code allocations can I create? View answer
Accounting Codes
ACCOUNTING CODES: How will the Accounting Code Reviewer know when an invoice's accounting codes are pending their View answer
MATTER PARTICIPANTS: How do I edit the Lead Outside Counsel? View answer
Matter Participants
BUDGETS: What is a company budget? View answer
BUDGETS: What is a budget reforecast? View answer
ACCOUNTING CODES: What are "Default Accounting Code Allocations"? View answer
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