This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
Law Firm/Vendor: FIRM PROFILE: What does a firm do if there are duplicate firm profiles? View answer
Law Firm/Vendor, Firm Profile
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: FIRM PROFILE: How does a law firm delete their profile after they disolve? View answer
Law Firm/Vendor: FIRM PROFILE: How does a firm edit their remittance address? View answer
Law Firm/Vendor: FIRM PROFILE: How does a firm edit their Firm name? View answer
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: Can a firm delete an office? View answer
Law Firm/Vendor: ONEPASS: Why does it show another user's name when they log in? View answer
Law Firm/Vendor, OnePass
Law Firm/Vendor: ONEPASS: Why does a User need to choose between two different Registration Keys? View answer
Law Firm/Vendor: ONEPASS: Why can the firm admin not reset a user's password? View answer
Law Firm/Vendor: ONEPASS: What happens if the law firm user doesn't see a verification method and cannot sign in? 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: How does a firm user migrate to OnePass? View answer
Law Firm/Vendor: ONEPASS: Does the username have to be the email address? View answer
Law Firm/Vendor: ONEPASS: Do firm users have to use OnePass? View answer
Law Firm/Vendor: ONEPASS: Can firm users share OnePass accounts? 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: MATTER MANAGEMENT: Where can the firm see a list of incomplete tasks on a matter? View answer
Law Firm/Vendor: MATTER MANAGEMENT: What matter profile information can a firm update? View answer
Law Firm/Vendor: MATTER MANAGEMENT: How does a firm user get all matter access? View answer
Law Firm/Vendor: MATTER MANAGEMENT: How does a firm create a new matter? View answer
Law Firm/Vendor: MATTER MANAGEMENT: Can a firm edit the Lead Outside Counsel designation? View answer
Law Firm/Vendor: MATTER MANAGEMENT: Can a firm create a matter? View answer
Law Firm/Vendor: INVOICING: Why is the firm unable to use the same task codes they have used in the past? View answer
Law Firm/Vendor, Invoicing
Law Firm/Vendor: INVOICING: Why is the firm seeing an error that the line item date is outside of the billing period start and end date? View answer
Law Firm/Vendor: INVOICING: Why is the firm receiving the error message that UTBMS codes are required when trying to upload their invoice? View answer
Law FIrm/Vendor: INVOICING: Why is the firm being asked for client/matter #? View answer
Law Firm/Vendor: INVOICING: Why does it say my invoice number cannot be used? View answer
Law Firm/Vendor: INVOICING: Why does it say incomplete instead of "post invoice"? View answer
Law Firm/Vendor: INVOICING: Why does a firm only see invoices from the last 30 days under the View Invoices tab? View answer
Law Firm/Vendor: INVOICING: Why can't the firm user see the incomplete tasks? View answer
Law Firm/Vendor: INVOICING: Why can't a firm delete a rejected invoice? View answer
Law Firm/Vendor: INVOICING: Who at the firm receives an email notification of a rejected invoice? View answer
Law Firm/Vendor: INVOICING: Who at the firm receives an email notification of a reduced invoice? View answer
Law Firm/Vendor: INVOICING: Who at the firm gets Dashboard alert for rejected invoice? View answer
Law Firm/Vendor: INVOICING: Who at the firm can re-post a rejected invoice? View answer
Law Firm/Vendor: INVOICING: Who at the firm can re-post a disputed invoice? View answer
VOLUME DISCOUNTS: Where is a new volume discount arrangement created in Tracker? View answer
Firm Profile
INVOICE APPROVAL: How do I move an invoice to a new matter during invoice approval? View answer
Invoice Approval, Invoices
TEMPLATES: How do I add a matter type template? View answer
Matter Management, Templates
REPORTS: Can I run a report where the results will contain only matters opened by certain users? View answer
Reports, Matter Creation
INVOICE APPROVAL: Why am I being asked to complete an outside counsel evaluation during invoice approval? View answer
Invoice Approval, Matter Management
MATTER MANAGEMENT: Can set outside counsel requirements on the matter level? View answer
Templates, Matter Management
MATTER MANAGEMENT: How do I turn off or disable Outside Counsel Evaluations? View answer
Matter Management, Templates, Invoice Approval
Matter Management: What is the purpose of outside counsel evaluations? View answer
Matter Management, Firms, Reports, Invoice Approval
FIRMS: Can Firms View Their Outside Counsel Evaluations? View answer
Firms, Reports, Invoice Approval
MATTER GROUPS: Why can't I close 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
Don’t see the answer? Contact support at: LegalTracker-Support@tr.com