Administrator User Guide
This guide is intended for Lawtrac Superusers and Site Administrators. The Lawtrac Administration Guide contains settings for every other category in the application, including program set-up settings which control the server settings Lawtrac uses to run properly. The changes made through this section affect all users and thus should be carefully considered and controlled according to your organization’s internal needs and policies.
- Introduction
- This page houses an introduction to the Admin guide with additional relevant information for site administrators and super users.
- Chapter 1: Legal Department
- The Legal Department tab in Application Administration opens a set of hyperlinks on the right side of the screen that allow you to modify or configure settings pertaining to your corporate information and internal staff. This page explains each of the hyperlinks.
- Add New Department Member
- Reset Password
- Position Titles
- Matter Role Titles
- Permission Profiles
- Approval Chain Rights
- Invoice Approval Amounts
- Predefined Matter Teams
- Add New Predefined Team
- Alignment Tool
- Approver Substitutions
- Handler Substitutions
- Routing Slips for Lawtrac Administrators
- Add Predefined Routing Slip Group
- Department Messaging
- Message Clean-Up
- Front Screen Text
- Categories
- Add New Text
- Corporate Locations
- Released Staff List
- Reply Email Address
- Personnel Scripts
- List-Delete Entries
- Chapter 2: Finance Options
- Financing
- Finance Switches
- Fiscal Year
- Finance Summary Labels
- Invoicing
- Disable Lawtrac Invoicing
- LEDES Codes
- Restrict LEDES Code by Vendor
- Processing Rules
- Advanced Processing and Auditing Rules
- Approval Chain
- Approve All Invoices
- Approver Review
- Invoice Handlers
- Approval Reset
- Delete Invoice
- Print Options
- Rejected Invoices
- Change an Invoice Number
- Change Invoice Matter
- Update Chargeback
- Budgeting
- Switch & UDC Connectors
- Delete Budget
- Reserves
- Switches
- Reserves by LEDES
- Reserves by Department
- Nonessential Records
- Insurance
- Switches (2)
- Policy Types
- International
- Exchange Rates
- Country VAT (Taxation) Amounts
- Foreign Invoices Received Review
- Advanced Processing Rules
- Change Firm-Vendor
- Retire-Activate Policy Type
- Chapter 4: Firms & Vendors
- Add New Firm-Vendor
- Change Credentials
- Front Screen Text
- Captions & Switches
- Classifications
- Assignment Permissions
- Reassign Matters
- Transfer Employee
- Transfer Matters
- Checklists
- eBillingHub Accounts
- Accounting Codes
- Email Blast
- Delete Firm-Vendor
- Rate Card Settings
- Set Rate Card Approvers
- Outstanding Approvals
- Duplicate Rate Cards
- Freeze Rate Card(s)
- Delete Rate Card(s)
- Chapter 6: Matter Maintenance
- Legal Hierarchy Maintenance
- Subcategories
- Matter Requirements
- Captions
- Product: Review-Modify
- Advanced Settings
- Product: Maintenance
- Department: Review-Modify
- Advanced Settings(2)
- Department: Maintenance
- Matter Numbers
- Adding a Matter New Prefix
- Text Categories
- Status Maintenance
- Venue Maintenance
- Area of Law
- Priority Maintenance
- Outcome Types
- Calendar Categories
- Checklist Maintenance
- Temporary Matter Data
- Delete Matter Record
- Scripts
- Legal Hold