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Action items
Action item | Description |
|---|---|
Invoices pending your review | This also includes those moved forward or proforma'd. The number includes only those invoices for which you're a primary, alternate, or extra reviewer. Your alternate for the invoice approval route also gets this alert.
note This alert doesn't include all pending invoices within the law department or for which you're a delegate. Delegates with invoice approval authority don't receive action item alerts to review invoices. |
Timekeeper rates | If you're a designated timekeeper rate reviewer, you're notified that timekeeper rates are ready for review. |
Budgets pending approval | Alerts will come your way if the law firm adjusts its budget or if you manage financial data for a matter with a set company budget. |
Accruals pending review | If the firm has entered its unbilled amounts, your company requires review of unbilled amounts and you're responsible for the financial data in a matter. |
Upcoming timesheets | The number of upcoming timesheets and their due date. |
Service of process errors | Those that need your review. |
Service of process intake items | Those that need a response. |
Documents to review | If you're an editor or administrator on a matter and any matter participant posts a document for review. |
Jobs | Pending posting jobs. |
Matter intake items | Pending items that need attention. |
Evaluations | The number of pending evaluations assigned to you. |
Who gets alerts for action items?
- A matter participant with a matter role of matter administrator or matter editor (this automatically includes lead company persons or lead outside counsel).
- Any person who has access to the matter because the person is a delegate of a matter participant who is a matter administrator or matter editor.
Who doesn't receive alerts for action items?
- Any person who has access to the matter solely because they have a system role of company system administrator. These people can view all company matters but don't receive action Items alert solely because of their system role.
- Any person who has access to the matter solely because of special matter access privileges (Example:they've been set up to have access to all matters within a given organizational unit or practice group.).
This article applies to:
- Product: Legal Tracker
- Subject: Billing, Invoices
- Audiences: Company, Firm