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File specifications

Firm matter data upload specifications

Firm Matter Data Upload reads input files and uses the content to enter firm matter data. This process aligns the firm’s internal matter tracking data, generally from the firm's time and billing system, with the client’s matters in Tracker. This permits a many-to-one relationship where the firm tracks multiple matters internally to the client’s single matter, such as multi-jurisdictional IP work or class-action litigation.
The first necessary step is for the Firm’s Lead System Admin to open the administrative profile for any user that will perform this action (including themselves) and select Enable Firm Matter Data Upload. This feature is not enabled for any users automatically. Users that have this function enabled for them will see the Matter #s upload tab on the Billing page.
Consolidated billing matters, referred to below, are matters for which the client has required that the firm enter this data; Matter Data Upload can frequently be advantageous to the firm’s workflows including bulk SpeedPost of invoices and accruals files even where not required by the client.

File formats and data lengths

  • The first row of the file must contain an input file heading for each column that is used in the file.
  • The input file headings must each be separated by a comma, tab, or pipe ‘|’, depending on the file format upload option you select.
  • The data row elements must us the same separator as the header row.
Column details for the upload
Input file heading
Max length
Required
SHORT_MATTER_NAME
25
Yes, if MATTER_TRACKER_ID isn't supplied
MATTER_TRACKER_ID
10
Yes, if SHORT_MATTER_NAME isn't supplied
FIRM_CLIENT_NUMBER
20
Yes
FIRM_MATTER_NUMBER
20
Yes
FIRM_MATTER_NAME
35
Required for consolidated billing matters
LOCATION_OF_LEGAL_WORK
2, 3, or country name length
Required for consolidated billing matters
If a column value contains the separator character, then you must enclose the column value in quotes. To enclose a quotation mark within quotes, use “”.
Example
“this is a strange |, and interesting matter “”name”” ending with a tab “

Upload file examples - CSV file

This is an example of a file that uses CSV (comma separated values) format. Because SHORT_MATTER_NAME is used, and contains a value for every row, MATTER_TRACKER_ID can be omitted. One of the short matter names contains a comma, so the name is enclosed in quotes, because otherwise the comma would be interpreted as a column separator. The firm matter name column is intentionally empty.
SHORT_MATTER_NAME, FIRM_CLIENT_NUMBER, FIRM_MATTER_NUMBER,
FIRM_MATTER_NAME, LOCATION_OF_LEGAL_WORK
Albert v. Arabous, 2839-21.1, AA692, Albert vs. Arabous, Finland
“That, Matter”, 2839-22.8, TM9814, , Finland

Upload file examples - pipe-delimited text file

This is an example of a file that uses pipe character (|) format. Although one of the short matter names contains a comma, it is not necessary to be enclosed in quotes, because | is the separator. The firm matter name column is intentionally empty.
SHORT_MATTER_NAME| FIRM_CLIENT_NUMBER| FIRM_MATTER_NUMBER| FIRM_MATTER_NAME | LOCATION_OF_LEGAL_WORK
Albert v. Arabous| 2839-21.1| AA692| Albert vs. Arabous| Finland That, Matter| 2839-22.8| TM9814| | Finland

Errors

Each combination of values in each row for FIRM_CLIENT_NUMBER and FIRM_MATTER_NUMBER must be unique across all your Tracker Matters for the company.
Errors will be produced if you exceed max. length, or do not provide required values.

Key values

These values are used to locate the Tracker matter that will be modified.
Every Firm Matter Data Upload data row must contain a value for SHORT_MATTER_NAME or MATTER_TRACKER_ID, or both. If both are present, they must match to the same Tracker matter.
Key value and details
Key value
Details
SHORT_MATTER_NAME
  • Max length of 25 characters.
  • Must match to Tracker Matter field Short Matter Name, located in the matter profile, COMPANY & SETUP INFORMATION section.
  • The Tracker Report column name is Short Matter Name.
  • Tracker guarantees that Short Matter Name is unique among all of a company's matters.
MATTER_TRACKER_ID
  • Max length of 5 characters.
  • Must match to Tracker Matter ID, which isn't the same as the Matter ID field.
  • Tracker Matter ID is displayed as part of the URL for a matter profile, such as MatterInfo?id=52028.
  • The Tracker Report column name is Matter Tracker ID.
  • Tracker guarantees that Matter Tracker ID is unique among all of a company's matters.

Input values

The values in these columns are used to enter values into the firm matter data rows. If a row for one of these columns is empty, then no change is made to the firm matter data from that column.
Input values
Input value
Details
FIRM_CLIENT_NUMBER
  • Max length is 20 characters.
  • This column is always required.
  • The value will be entered as the value for Firm Client #.
FIRM_MATTER_NUMBER
  • Max length is 20 characters.
  • This column is always required. The value will be entered as the value for Firm Matter #.
FIRM_MATTER_NAME
  • Max length is 35 characters.
  • This column is required for consolidated billing matters.
  • The value will be entered as the value for Firm Matter Name.
LOCATION_OF_LEGAL_WORK
  • This column is required for consolidated billing matters.
  • The value will be entered as the value for Location of Legal Work.
  • Either the Tracker country name, ISO 3 letter, or ISO 2 letter codes will be accepted. Only codes for specific countries will be accepted by Firm Matter Data Upload. Unlike Tracker User Interface, multi-country regions aren't allowed, and countries that don't have an ISO aren't allowed.
Allowed countries include:
  • Afghanistan
  • Angola
  • Anguilla
  • Aland Islands
  • Albania
  • Andorra
  • United Arab Emirates
  • Argentina
  • Armenia
  • American Samoa
  • French Southern and Antarctic Lands
  • Antigua and Barbuda
  • Australia
  • Austria
  • Azerbaijan
  • Burundi
  • Belgium
  • Benin
  • Burkina Faso
  • Bangladesh
  • Bulgaria
  • Bahrain
  • Bahamas
  • Bosnia and Herzegovina
  • Saint Barthelemy
  • Belarus
  • Belize
  • Bermuda
  • Bolivia
  • Brazil
  • Barbados
  • Brunei
  • Bhutan
  • Bouvet Island
  • Botswana
  • Central African Republic
  • Canada
  • Cocos (Keeling) Islands
  • Switzerland
  • Chile
  • China (PRC)
  • Cote d'Ivoire
  • Cameroon
  • Congo, Democratic Republic of the
  • Congo, Republic of the
  • Cook Islands
  • Colombia
  • Comoros
  • Cape Verde
  • Costa Rica
  • Cuba
  • Christmas Island
  • Cayman Islands
  • Cyprus
  • Czech Republic
  • Germany
  • Djibouti
  • Dominica
  • Denmark
  • Dominican Republic
  • Ecuador
  • Egypt
  • Eritrea
  • Western Sahara
  • Spain
  • Estonia
  • Ethiopia
  • Finland
  • Fiji
  • Falkland Islands (Malvinas)
  • France
  • Faroe Islands
  • Federated States of Micronesia
  • Gabon
  • United Kingdom
  • Georgia
  • Guernsey
  • Ghana
  • Gibraltar
  • Guinea
  • Guadeloupe
  • Gambia
  • Guinea-Bissau
  • Equatorial Guinea
  • Greece
  • Grenada
  • Greenland
  • Guatemala
  • French Guiana
  • Guam
  • Guyana
  • Hong Kong
  • Heard and McDonald Islands
  • Honduras
  • Croatia
  • Haiti
  • Hungary
  • Indonesia
  • Isle of Man
  • India
  • British Indian Ocean Territory
  • Ireland
  • Iran
  • Iraq
  • Iceland
  • Israel
  • Italy
  • Jamaica
  • Jersey
  • Jordan
  • Japan
  • Kazakhstan
  • Kenya
  • Kyrgyzstan
  • Cambodia
  • Kiribati
  • Saint Kitts and Nevis
  • Korea, South (ROK)
  • Kuwait
  • Lao People's Democratic
  • Liberia
  • Libya
  • Saint Lucia
  • Liechtenstein
  • Sri Lanka
  • Lesotho
  • Lithuania
  • Luxembourg
  • Latvia
  • Macao
  • Saint Martin (French Part)
  • Morocco
  • Monaco
  • Moldova
  • Madagascar
  • Maldives
  • Mexico
  • Marshall Islands
  • Macedonia
  • Mali
  • Malta
  • Burma (Myanmar)
  • Montenegro
  • Mongolia
  • Northern Mariana Islands
  • Mozambique
  • Mauritania
  • Montserrat
  • Martinique
  • Mauritius
  • Malawi
  • Malaysia
  • Mayotte
  • Namibia
  • New Caledonia
  • Niger
  • Norfolk Island
  • Nigeria
  • Nicaragua
  • Niue
  • Netherlands
  • Norway
  • Nepal
  • Nauru
  • New Zealand
  • Oman
  • Pakistan
  • Panama
  • Pitcairn Islands
  • Peru
  • Philippines
  • Palau Papua New Guinea
  • Poland
  • Puerto Rico
  • Korea, North (DPRK)
  • Portugal
  • Paraguay
  • Palestinian Territory, Occupied
  • French Polynesia

This article applies to:

  • Product: Legal Tracker
  • Subject: Import, Matter
  • Audiences: Company