This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
Law Firm/Vendor: REPORTS: Can a firm run a report to download all documents uploaded in Tracker? View answer
Law Firm/Vendor, Reports
Law Firm/Vendor: INVOICING: What is LEDES Speedpost? View answer
Law Firm/Vendor, Invoicing
Law Firm/Vendor: ONEPASS: What should my vendor do if they forgot their password? View answer
Law Firm/Vendor, OnePass
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: INVOICING: What should a firm do if there are more than 50 line items when using the LEDES Generator? 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: INVOICING: What should a firm do if they have invoices to post after the matter is resolved? 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 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: INVOICING: What should a firm enter for the client/matter #? View answer
Law Firm/Vendor: INVOICING: Where can a firm find client tax id? View answer
Law Firm/Vendor: INVOICING:Where can a firm get a list of UTBMS codes? View answer
Law Firm/Vendor: INVOICING: Where can a firm see our rejection comments? View answer
Law Firm/Vendor: INVOICING: Where can firms see payment information in Tracker? View answer
Law Firm/Vendor: INVOICING: Where can I see if my LEDES Speedpost was successful? View answer
Law Firm/Vendor: MATTER MANAGEMENT: How does a firm user get all matter access? View answer
Law Firm/Vendor, Matter Management
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: Where does a firm see if an invoice has been paid? View answer
Law Firm/Vendor: INVOICING: Who at the firm can re-post a disputed invoice? 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: Who at the firm can re-post a rejected 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 receives an email notification of a reduced invoice? 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: Why can't a firm delete a rejected invoice? 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: 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 a firm only see invoices from the last 30 days under the View Invoices tab? View answer
Law Firm/Vendor: INVOICING: Why does it say incomplete instead of "post invoice"? View answer
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
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
Law Firm/Vendor: USERS: Does the firm receive a notice if they deactivate a user on a matter? 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
Law Firm/Vendor: TIMEKEEPERS: Why does the same timekeeper appear multiple times when using the "create online"/auto-fill option? View answer
Law Firm/Vendor, Timekeeper
Law Firm/Vendor: TIMEKEEPERS: Who receives notification when a Timekeeper Rate Sheet is approved? View answer
Law Firm/Vendor: TIMEKEEPERS: Who at the firm can post a timekeeper rate sheet? View answer
Law Firm/Vendor: TIMEKEEPERS: Where do I add a comment about the rates we are submitting in the Rate Sheet? View answer
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