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Firm setup

Edit Your Law Firm's Profile

Your firm's profile page shows the basic information that has been set up in Legal Tracker about your firm. Information that is saved in the firm profile page is synchronized between all your clients that use Legal Tracker.
Your profile information appears in the Tracker Worldwide Directory of Firms, a searchable directory that is available to all company users in Legal Tracker. Because thousands of company users rely on the Directory to find and engage new outside counsel, maintaining current firm profile information can maximize this marketing opportunity for your firm.
To view or edit your law firm's profile:
  1. Click
    Firms > Firm
     in the left navigation.
  2. Click
    Edit firm profile
     in the toolbar.
  3. Update the fields as necessary.
    Field Reference
    Section
    Description
    Firm Information
    section
    Use the settings in this section to add basic information about the firm. All modifications are reflected across all of your clients on Tracker and in the Tracker Worldwide Directory of Firms.
    Firm Setup
     section
    Use the settings in this section to specify the lead and backup system administrator. You can set up when to send email notifications for held invoices.
    The
    Invoice Delivery On Hold Email Notifications
     setting lets billing clerks upload invoices but holds delivery of those invoices to the client until all incomplete tasks for the applicable matter are resolved.
    • Select
      Send email to responsible attorney
       if you want the email to be sent when the invoice is saved. This is the recommended setting, and is used most often when attorneys or their assistants enter information into Tracker.
    • Select
      Delay email to responsible attorney for 7 days
       if you want the email notice to be sent one week later. This is the setting most often used when a billing clerk uploads invoices, then enters data into Tracker after contacting the attorney to get the necessary information. Billing clerks must be given access to matters.
    Users Responsible for (firm)
    section
    Use the settings in this section to assign roles. To associate a user to a role, click
    Select
    next to the role and search for the user you want to add. Any law firm user can be selected for one of these roles.
    • The Client Relationship Attorney is the attorney at the firm who has ultimate responsibility for the client and the client's satisfaction with the work of the firm. This is the person the client should call if there are any disputes that arise, or if there are negotiations regarding fee arrangements. This should not be a staff person at the firm.
    • The Backup Client Relationship Attorney is the user who can act as backup to the client relationship attorney and is optionsl. Typically, a user would be selected only if the firm's work for a client is so significant that the firm has two attorneys responsible for the relationship with the client.
    Requirements for Client Relationship Attorneys
    The users selected as the Client Relationship Attorney or Backup do not have any extra responsibilities in Tracker. The purpose of assigning these users is so that the client can generate a spreadsheet of key individuals to contact at each firm, such as when they are sending out new engagement guidelines for all firms. In addition, these users can be given granted all matter access, and receive an email each time a new matter is opened in which the firm is assigned. These users do not receive action items alert of incomplete tasks.
    A user can be selected as the Client Relationship Attorney or Backup only if they have completed their user profile and, in the position in their user profile is one of the following:
    • Partner
    • Associate
    • Of Counsel
    • The Primary Billing Contact is the user at your firm who is primarily responsible for posting invoices, or who can answer questions about the invoices that have been posted. This person should also be responsible for overseeing the posting of unbilled amounts into Tracker. This should generally not be an attorney at your firm.
    • The Backup Billing Contact is a user who can act as the primary billing contact if that user is unavailable.
    Requirements for Billing Contacts
    The users selected as the Primary Billing Contact or Backup do not have any extra responsibilities in Tracker. However, these users receive special email notices whenever your firm is required to post unbilled amounts for a client. Another reason for selecting these users is so your client can easily generate a spreadsheet of key individuals to contact at each firm. In addition, these users can be given granted all matter access, and receive an email each time a new matter is opened in which the firm is assigned. These users do not receive action item alerts of incomplete tasks.
    A user can be selected as the Primary Billing Contact or Backup only if their system role is Firm Administrator or Firm User + Billing, or the position in their profile is Billing Clerk/Manager.
    All Matter Access Users
    : Use these fields to allow law firms to be able to select a user to have all matter access to all of the client's matters. For example, the Client Relationship Attorney may want his or her secretary to have access to all the firm's matters on the system. In that case, the secretary should be selected as one of the "all matter access" users. These users do not receive action item alerts of incomplete tasks.
    Information About Firm
     section
    This section shows additional information specific to the firm, such as the firm engagement letter and password requirements.
  4. On the toolbar, select
    Save & close
    .

This article applies to:

  • Product: Legal Tracker
  • Audiences: Firm