Browse all Legal Tracker help
Here's a list of all articles for Legal Tracker Company users. Feel free to explore!
- Accounting codes
- Accruals and unbilled amounts
- Approve pending accruals
- Emails and Alerts
- End-of-Year Reconciliation of Spending Against Accrual
- Generating Unbilled Amounts from Budget Data
- Matter Group Options
- Related Reports and Displays
- Review, Edit and Post Unbilled Amounts
- Sending Accruals to Your Finance Department
- Understanding Accruals in Legal Tracker
- View Accrual Data
- Action items and Events
- Administration
- Alerts and notifications
- Alternative Fee Arrangements
- Analytics
- Budget and accruals setup
- Budgets
- About budgets
- Alerts and notifications when law firm matter budgets are created or edited
- Approving, Editing, or Rejecting Budgets
- Budget calendar
- Create or edit a company budget
- Create or edit a law firm budget
- Departmental Budgets and Reforecasts | Correcting Mistakes
- Departmental Budgets and Reforecasts | Due Dates
- Departmental Budgets and Reforecasts | Options and Settings
- Departmental Budgets and Reforecasts | Overview
- Law Firm Budget Formats | Fiscal Year and Phased
- Law Firm Budgets | Options for Requiring a Budget or Unbilled Amounts
- Law Firm Matter Budgets
- Law Firm Matter Budgets | Approving and Rejecting
- Law Firm Matter Budgets | Due Dates
- Law Firm Matter Budgets | Multiple Firms
- Law Firm Matter Budgets| Alerts and Notifications
- Managing Phased Budget Types
- View current and prior budgets
- CoCounsel for Microsoft Outlook
- Company setup
- About Organizational Units
- Account Sign-in and Lockout Audit History
- Administrative roles
- Assigning a Tracker Coordinator
- Company Offices List page
- Configure Classic Dashboards
- Create or Modify Geographic Regions
- Customizing email templates
- Defining Default Currency, Invoice Format, and Tax Type Requirements
- Edit the Company Profile
- Enabling Conditional Logic
- Firm Custom Fields
- Granting All Matter Access
- Managing Access to Next-Generation Dashboards
- Office Vendor Number Fields
- Setting up Attachment Types
- Setting up Branded Cover Sheets for Next-Generation Dashboards
- Setting Up Company Offices or Regions
- Substantive Law Selections
- Turn on Bulk Line Item Adjustments
- Turn on Firm Dashboards for Users
- Dashboard administration
- Dashboards
- Classic Dashboards
- Comparison dashboard
- Create a next-generation dashboard
- Creating Shared or Company Dashboards
- Demo dashboards
- Export a next-generation dashboard
- Firm dashboard
- GC dashboard
- LD Metrics dashboard
- Next-generation dashboard overview
- Next-generation dashboard: Power BI enhanced datasets
- Set a dashboard as a person's homepage
- Dates and Events
- Adding a Date or Event to a Document
- Adding a Date or Event to Microsoft Outlook
- Budget/Status Report | Calendar of Events
- Editing Dates and Events
- Email Reminders of Dates and Events
- Exporting Dates and Events to a Spreadsheet
- Types of Dates and Events
- Viewing Dates and Events
- When to Create a Date or Event
- Documents and Contracts
- Customize Email Notices of Contract Expiration or Renewal
- Deleting a Document
- Document Access Security
- Document Alerts and Requests for Review
- Document Types
- Documents | Overview
- Editing a Document
- Finding Documents
- Managing Matter Documents
- Moving a Document to a Different Matter
- Moving a Matter-Level Document to a Different Folder
- Organizing Contracts Within Matters
- Uploading Documents from HighQ
- Using the Document Library
- Viewing a Document in a Closed Matter
- Viewing and Downloading Documents
- Working with Related Files
- Exporting data
- File specifications
- Alternative Fee Arrangements (AFAs) file specifications
- AP reverse feed file specifications
- Ethnicity codes for timekeepers
- Firm matter data upload specifications
- Guides
- LEDES file formats
- Matter file specifications
- Military status codes for timekeepers
- Timekeeper rate sheet file specifications
- Unbilled Amounts File Format Specifications
- Financial setup
- About task and activity codes
- Add and manage LEDES invoice adjustment reasons
- Add Keywords
- AP Batch File Formats | Overview
- Configure duplicate line items audits
- Configuring AP Routes
- Configuring Block Billing Audits
- Configuring Duplicate Invoice Audits
- Configuring Miscellaneous Financial Options
- Configuring the AP Route and AP Batch Delivery Settings
- Create UTBMS Audit Sets
- Define Timekeeper Audit Rules
- Defining Default Currency, Invoice Format, and Tax Type Requirements
- Enforcing EU VAT Compliance
- Invoice Approval | Level 1 Authority Setting
- Invoicing setup | Accounting Code Reviewers
- Invoicing Setup | Accounting Codes
- Invoicing Setup | Approval Routes
- Invoicing Setup | Over-budget Audits
- Preview the AP batch
- Require Unbilled Amounts
- Require UTBMS Expense Codes in Invoices
- Requiring Billed To Entity Information
- Set up Billing Period Audits
- Set Up Internal Time Entry
- Set up Volume Discounts
- Setting Up an Invoice Rejector
- Setting Up Invoice Formats
- Setting Up Timekeeper Rate Review
- Tax configuration setup
- UTBMS codes
- Get started
- About Legal Tracker
- About your home page
- Action items
- Edit Your Preferences
- Edit your profile
- Navigation
- Print Pages or Save Pages as a File
- Search for information
- Select your delegate
- Set your color and spacing options
- Sign in to Legal Tracker using OnePass (new users)
- System requirements
- System roles
- Tracker Interface Basics
- Integrations
- API integrations
- Authentication Methods | Overview
- Configure iManage Integration
- Configure NetDocuments Integration
- Configuring an SFTP Connection
- Enable the Restful API
- Install Tracker for Outlook
- Integrating Tracker with Legal Center
- Integration with SharePoint
- Legal Hold Integration
- Requiring Strong Authentication for Firm Users
- Set up integration with HighQ
- Setting up Integration with Sharepoint
- SOP Configuration
- Tracker for SAP
- Web Services Account Setup
- Internal time entry
- International currencies
- Invoices
- Assign additional invoice approvers, reviewers, or delegates
- Configuring Proforma Invoicing Requirements
- Delete invoices
- Finding an Invoice
- Identify matters requiring proforma invoices
- Invoice approval workflow
- Invoice Audits
- Make or View Invoice Comments
- Making Invoice Adjustments
- Notification of Disputed, Reduced, or Rejected Invoices
- Post a Proforma or Tax Invoice
- Post an Invoice
- Processing a Paper Invoice
- Receiving Notice of an Invoice for Review
- Recently Reviewed Invoices
- Reviewing Invoices
- Reviewing Proforma Invoices
- Tracking the Status of an Invoice
- Uploading payment information
- Viewing Invoices and Expense Receipts
- Managing firms
- Add firm offices
- Adding a Firm
- Adding or Changing Firm Administrators
- Attaching the Law Firm Engagement Letter
- Bulk Updating User and Firm Information
- Configuring Outside Counsel Surveys
- Defining Default Currency, Invoice Format, and Tax Type Requirements
- Edit a firm's profile
- Firm profile page
- Reactivating a Firm
- Restrict or deactivate a firm
- Search the Tracker Worldwide Directory of Firms
- Searching for Firms
- Using Filters to Find a Firm
- View Firm Lead System Administrators
- Viewing Firms' Password Requirements
- Viewing or Editing a Firm Office
- Viewing or Editing a Firm's Budget & Accrual Requirements
- Managing users
- Account Sign-in and Lockout Audit History
- Adding a Company or Firm User
- Adding a User to Another User's Matters
- Change a User's System Role
- Delaying or Resending the New User Email
- Finding Tracker Users
- Granting Users Special Access to Matters
- Reactivate or Unlock an Account
- Removing Users
- Resetting a User's Password
- Sending a Custom Email
- Set Password Requirements
- Setting Up and Editing User Profiles
- System roles
- User Administrative Profiles
- User List
- View a User's Delegate Information
- Matter setup
- About practice groups
- Adding a Custom Matter Field
- Conditional logic matters, Smart matters
- Consolidated Billing Matters
- Creating Custom Fields
- Creating firm classifications
- Define matter type templates
- Defining Custom Contract Types
- Editing Date and Event types
- Managing Organizational Units
- Managing Practice Groups
- Matter Fields and Help Files
- Matters
- Change the Lead Firm and Lead Outside Counsel for a Matter
- Changing the Roles of Matter Participants
- Creating and Assigning Participant Tags
- Email Notice to New Matter Participants
- Matter Access Security
- Matter roles
- Multiple Firms in One Matter
- Removing Matter Participants
- Viewing the Audit History of Matter Participants
- Viewing the Historical Log of Matter Participants
- Viewing the List of Users with Matter Access
- Bulk Updating Matter Data
- Changing the AP Route on a Matter
- Cloning an Existing Matter
- Create a Custom Matter List
- Create a matter
- Creating and Working with iManage Documents
- Creating and Working with NetDocuments Documents
- Creating and working with SharePoint documents
- Creating High Q-integrated matters
- Deleting a Matter
- Displaying the List of Your Matters
- Lead & Second Company Person
- Lead Firm and Lead Outside Counsel for a Matter
- Limited Access Matters
- Manage Your Matters
- Matter Profile Fields
- Matter Profile Tab
- Matter-Level Outside Counsel Evaluations
- Matters List Page
- Matters overview
- Updating a Matter
- Uploading Matters
- Viewing Changes to a Matter
- Viewing Deleted Matters
- Viewing Matter Change history
- Viewing the Lead Firm in a Matter
- Working with Invoices
- Working with Invoices in Different Currencies
- Working with Legal Hold Matters
- Reports
- Reports setup
- Service of Process
- CSC/CT Data Specifications
- CSC/CT Download Errors
- Downloading Information
- Entering a Record Manually
- Finding a Service of Process Record
- Logs, Reports, and Audit History
- Record Profile Fields
- Service of Process Lifecycle | Alerts and Email Notifications
- Service of Process Overview
- SOP Response Requirement and Alerts
- Tasks and Responsibilities | Escalation user
- Tasks and Responsibilities | Intake User
- Tasks and Responsibilities | Responsible Person
- Status Reports and Notes
- Task and Accounting Codes
- Timekeeper Rates
- Creating Timekeeper Rate Review Assignment Rules
- Interpreting the Rate Analysis Data on Pending Rates
- Removing Timekeeper Rates
- Reviewing Pending Timekeeper Rates
- Reviewing Timekeeper Audits
- Submit a Timekeeper Rate Sheet
- Timekeeper Rate Review | Overview
- Timekeeper Rates Report
- View Timekeeper Rates by Firm
- Tracker for Outlook
- About Tracker for Outlook
- Copying emails and attachments to Legal Tracker
- Create matters in Outlook using the Tracker add-in
- Install Tracker for Outlook
- One-time setup for creating matters in Outlook
- Personalize Tracker for Outlook
- Review pending invoices in Outlook with the Tracker add-in
- Tracker add-in doesn't load in Outlook
- Tracker for Outlook Basics
- Tracker for Outlook Workflows | My Matters
- User contact lists
- Working with Firms