This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
Law Firm/Vendor: ONEPASS: Where can I find the registration key that OnePass is requesting? View answer
Law Firm/Vendor, OnePass
Law Firm/Vendor: BUDGETS: Where does the firm enter a budget? View answer
Law Firm/Vendor, Budgets
Law Firm/Vendor: CLIENT: Why can a firm user not see us on their list of clients? View answer
Law Firm/Vendor, Client
Law Firm/Vendor: BUDGETS: What should the firm do if the attorneys do not want to enter a budget and a budget is due? View answer
Law Firm/Vendor: ONEPASS: What should a firm user do if they are locked out? View answer
Law Firm/Vendor: INVOICING: How to post an invoice in a LEDES format using the LEDES Generator? View answer
Law Firm/Vendor, Invoicing
Law Firm/Vendor: INVOICING: How does a firm post a flat fee invoice? View answer
Law Firm/Vendor: TIMEKEEPERS: How does a firm post a Timekeeper rate sheet? View answer
Law Firm/Vendor, Timekeeper
Law Firm/Vendor: INVOICING: Where can a firm find client tax id? View answer
Law Firm/Vendor: INVOICING: How to post a non-LEDES Invoice? View answer
Law Firm/Vendor: INVOICING: How does a firm Canadian firm enter tax 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: FIRM PROFILE: How does a firm change their firm administrator? View answer
Law Firm/Vendor, Firm Profile
Law Firm/Vendor: TIMEKEEPERS: What can be entered as a timekeeper ID? View answer
Law Firm/Vendor: USERS: Does the firm receive a notice if they deactivate a user on a matter? View answer
Law Firm/Vendor, Users
Law Firm/Vendor: INVOICING: How does a firm re-post a rejected invoice? View answer
Law Firm/Vendor: TIMEKEEPERS: Where do I add a comment about the rates we are submitting in the Rate Sheet? View answer
Law Firm/Vendor: TIMEKEEPERS: Does anyone at the firm need to approve a timekeeper rate sheet? View answer
Law Firm/Vendor: TIMEKEEPERS: Does a firm need to add timekeepers to Tracker? View answer
Law Firm/Vendor: CLIENT: Where can firms see our billing policies? View answer
Law Firm/Vendor: INVOICING: Where does a firm enter their Firm Matter # and Firm Client # when using the LEDES Generator? View answer
Law Firm/Vendor: INVOICING: Who at the firm receives an email notification of a rejected invoice? View answer
Law Firm/Vendor: ACCRUALS: What can a law firm do if they miss the accrual period? View answer
Law Firm/Vendor, Accruals
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
Law Firm/Vendor: STATUS REPORT: Does a firm need to enter a status report if there is no update? View answer
Law Firm/Vendor: BUDGETS: When entering a budget, can a firm user save their work and come back to it? View answer
Law Firm/Vendor: BUDGETS: If a firm budget is due, does the firm have to enter the budget or can the company? View answer
Law Firm/Vendor: BUDGETS: How does a firm user enter a budget? View answer
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 user delete an invoice? View answer
Law Firm/Vendor: FIRM PROFILE: What does a firm do to update their firm name? View answer
Law Firm/Vendor: INVOICING: How does a firm post an invoice to a consolidated billing matter? View answer
Law Firm/Vendor: INVOICING: How does a firm show a credit on an invoice? View answer
Law Firm/Vendor: INVOICING: How does a firm show tax on an invoice? View answer
Law Firm/Vendor: INVOICING: How to upload a LEDES file? View answer
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: MATTER MANAGEMENT: Can a firm create 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 PARTICIPANT What does a firm user do if they can log in, but they do not see any matters? View answer
Law Firm/Vendor, Matter Participants
Law Firm/Vendor: ONEPASS: What happens if the firm user is not receiving the password reset email from OnePass? View answer
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: USERS: Why can the firm not see our matter after they deactivated a user? View answer
Law Firm/Vendor: USERS: How can a firm administrator see a delegate for another user? 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: TIMEKEEPERS: How can a firm edit a timekeeper rate sheet? View answer
Law Firm/Vendor: MATTER MANAGEMENT: Can a firm close a matter? View answer
Law Firm/Vendor: TIMEKEEPERS: Does a firm have to submit a new timekeeper rate sheet for each client? View answer
Law Firm/Vendor: TIMEKEEPERS: How can a firm change a timekeeper classification? View answer
Law Firm/Vendor: INVOICING: Can a firm still post an invoice if they are no longer on the matter? View answer
Law Firm/Vendor: INVOICING: Can a firm user post invoices? View answer
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