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Mitratech Success Center

Client Support Center

Need help? Click a product group below to select your application and get access to knowledge articles, webinars, training content, and release notes or to contact our support team.

Authorized users - log in to create a ticket, view tickets status and check your success plan details.


People Module

Selecting People from the Top Navigation Bar will take you to a roster of your staff in outside counsel.

Top Navigation: People

At the top right corner of the page, you can use the alphabet buttons to filter your staff list by their surname initial, or click All to view all employees.

Click the "Released" checkbox to only view individuals who have been released from a matter record.

Our Staff List

Use the following icons to navigate or make changes to staff profiles:

  • envelope icon oc— Send the individual an email. The individual must have their email address populated in their personnel record. Clicking this icon launches your email application and the messages is sent through that channel.
  • pencil paper icon oc— Send the individual an internal note (this note can only be viewed by logging in to Lawtrac).
  • pencil icon oc— Edit the individual's profile.
  • papers icon oc— View the individual's profile. The profile page displays additional contact information, comments entered by the site administrator, and a list of open matter associations. Use this link to obtain key personnel mailing addresses and fax numbers when those fields have been populated within their personal profiles.
  • key icon oc— View or change an individual's permissions and security settings.

Note: Depending on the permissions granted to you by the site administrator, some options may not be applicable.

To add a staff member, please refer to Add Staff Member in the Left Navigation Bar | People section of this user guide.

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