This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
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: What should a firm enter if there is no update to the matter? 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
INVOICE AUDITS: What is an invoice audit? View answer
Invoice Audits, Invoice Approval, Invoices
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
MATTER MANAGEMENT: Can set outside counsel requirements on the matter level? View answer
Templates, Matter Management
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
MATTER GROUP: Why Can't I Delete a Matter Group? View answer
INVOICE APPROVAL: Why am I being asked to complete an outside counsel evaluation during invoice approval? View answer
Invoice Approval, Matter Management
REPORTS: Can I run a report where the results will contain only matters opened by certain users? View answer
Reports, Matter Creation
USER PROFILE: How do I change my email address in Tracker? View answer
User Login, Users
VOLUME DISCOUNTS: Where is a new volume discount arrangement created in Tracker? View answer
Firm Profile
VOLUME DISCOUNTS: What options are available when creating a new volume discount arrangement in the firm profile? View answer
TRAINING: What recorded trainings are available for company users? View answer
Training
TRAINING: Is there a live training for law firm users? View answer
TRAINING: How do I find and register for trainings? View answer
INVOICE APPROVAL: What is the definition of BGR? View answer
Invoice Approval, Invoice Audits
TEMPLATES: Can conditional fields be used when matters are created via Matter Upload? View answer
Templates, Matter Creation, Matter Management
TEMPLATES: Can conditional fields be used on existing matters? View answer
TEMPLATES: What is the purpose of conditional fields? View answer
INVOICE APPROVAL: What are the responsibilities of a Billing Guideline Reviewer? View answer
INVOICE APPROVAL: Does a Billing Guideline Reviewer have to clear all audits on invoices prior to approval? View answer
TEMPLATES: How do I use conditional fields on a templates? View answer
Templates, Matter Management, Matter Creation
FIRMS: Where do I view or post a firm engagement letter? View answer
BUDGETS: When using phased budgets, am I limited to the default budget phases or can I create custom budget phases View answer
Budgets, Phased Budget
REPORTS: What the difference between Matter ID and Matter Tracker ID? View answer
Reports, Matter Management, Matter Upload
REPORTS: What is the difference between invoice number and invoice ID? View answer
Invoices, Reports
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
Law Firm/Vendor: USERS: Why can the firm not see our matter after they deactivated a user? View answer
TIMEKEEPERS: Can a law firm see my comments when I modify a timekeeper's rate on a rate sheet? View answer
Timekeeper
Law Firm/Vendor: USERS: What happens if a firm deactivates a user who is on a matter? View answer
Law Firm/Vendor: USERS: How does a firm user set user as delegate for another firm user? View answer
TIMEKEEPERS: How can I give our firm a list of their approved timekeepers and their rates? View answer
TIMEKEEPERS: Can a firm post a rate sheet while another rate sheet from that firm is still pending review ? View answer
INVOICE APPROVAL: Can an approver on an invoice approval route undo the audit actions taken by a prior approver? View answer
MATTER MANAGEMENT: What are task code alerts? View answer
Invoice Audits, Matter Management
Law Firm/Vendor: USERS: Does the firm receive a notice if they deactivate a user on a matter? View answer
MATTER MANAGEMENT: Where can I find the pre-configured task code alerts in the System Setup menu? View answer
Law Firm/Vendor: USERS: Can someone at the firm be set up to resolve all incomplete tasks? View answer
Law Firm/Vendor: USERS: Can firms bulk update their users to replace a lead outside counsel? View answer
Law Firm/Vendor: USERS: Can a law firm move a User to a different firm profile? View answer
Law Firm/Vendor: USERS: Can a firm deactivate users who are on a matter? 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: TRAINING: What does a new law firm user do if they want additional training on Tracker? View answer
INVOICE APPROVAL: Will invoices be auto-rejected based on keywords? View answer
Invoice Approval
Law FIrm/Vendor: INVOICING: Why is the firm being asked for client/matter #? View answer
Law Firm/Vendor, Invoicing
Law Firm/Vendor: INVOICING: Why does it say my invoice number cannot be used? View answer
Don’t see the answer? Contact support at: LegalTracker-Support@tr.com
