Firms & Vendors
Lawtrac users with the appropriate assigned permissions can add firms/vendors to the matter record as well as view details on each listed firm/vendor. Users can also change the alternate fee arrangement here, if necessary.
A legend is available at the bottom of the list on the Firms & Vendors page to help navigate using icons.
—Edit firm/vendor permissions and role, or release employees or the vendor assignment
Sidebar Options:
|
Page |
Function |
|---|---|
|
Assign a new firm or vendor to the matter record. |
|
|
Active List |
View firms and vendors associated with the matter. |
|
Released List |
View firms and vendors that have been released from the matter. |
|
View billing guidelines and set maximum amounts for payments. |