Lawtrac Solutions
This category contains Knowledge Base Articles for Lawtrac which provides valuable tips and troubleshooting resources using detailed articles, images, and videos.
- Application Administration
- Add a Fiscal Year
- Setup Contract Notifications Scheduled Task
- Change Matter Number or Prefix
- Change Password for User as Administrator
- How Can I Change a Matter Number?
- How Can I Grant a User Access to All Matters?
- How do I authorize a Collaborati firm in Lawtrac?
- Forgotten password email link does not work
- Add/Delete Hold Recipients Score
- How to Add a New Hold Type
- Important dates not appearing when adding a matter
- Key Personnel Access to Description Field
- Matter documents not in primary information section
- Message cleanup
- Missing currency
- Duplicate firms after upgrade
- Update serial number
- How to change the color of the front page text in the Self Service Portal
- Add/Modify Business Unit or Division (Type5)
- Change / Add Address Types for Firms
- How to Add Provinces to Geographic Area
- I Have a Misspelling in a Field Caption
- How Can I Add A Document Category?
- Paid By Field on Invoice
- Restrict Matter Prefix by Security Group
- Moving invoices to different matter
- Predefined Matter Teams - Alignment Tool
- Unable to add a Legal Department User
- What Happens to Messages When a Staff Member is Released
- Collaborati eBilling
- Welcome to the Collaborati eBilling section!
- Can firms submit multi-matter invoices in Collaborati?
- Can I be notified when rate requests are approved/rejected in Collaborati?
- Collaborati Vendors - Are the Start and End Dates required on rate request submission for Lawtrac clients?
- Collaborati Vendors - File Error when Uploading LEDES98B Invoice for Lawtrac clients
- Do I have the option to attach a supporting document after an invoice has been submitted in Collaborati?
- Do I need to include a Timekeeper ID on the expense line items in Collaborati?
- How do I change the firm's billing currency?
- How do I check the status of an outstanding rate request?
- How do I set up email notifications for invoice status update?
- How do I update the Timekeeper ID and Display Code field for a timekeeper in Collaborati?
- How do I verify if my firm has been assigned to matters for a specific client in Collaborati?
- How do I verify the status of my oustanding invoice in Collaborati?
- How do I verify the status of my outstanding rate request in Collaborati?
- How do I verify the timekeeper status and their currency for a client in Collaborati?
- How long will invoices stay in Collaborati as opposed to Lawtrac?
- Is there a setting in Lawtrac to prevent Collaborati firms from submitting multi-matter invoices?
- Is there a way to delete invoices that are in Pending Client Approval status in Collaborati?
- Is the Firm Matter ID field mandatory on the LEDES file?
- Missing Currency from the Timekeeper record in Collaborati
- Requesting Printable View PDF of the Rejected Invoice from Vendors in Collaborati
- The different Invoice Statuses in Collaborati
- The Different Rate Request Statuses
- The different Timekeeper Statuses in Collaborati
- Where can I find the Client Matter ID in Collaborati?
- Which LEDES formats can be used for Lawtrac in Collaborati?
- User Help
- Correcting an Error Received When Updating Matter Record Text
- Current Product Version
- Delete Messages
- Documents List Sort Order
- Download multiple documents
- Firm-Vendor or Vendor-Firm Switch
- How can I download Lawtrac Connect?
- If I change the matter number, will existing invoices still appear on the new matter number?
- Invoice Approvers Being Skipped?
- Unable to add a Product or Division on a matter
- Allow Keypersonnel to Add Specific Matter Types
- Dates are missing when adding a new matter
- Error received when attempting to view documents within matter
- cf_div Error with Quick Find
- Cannot login with user ID
- Mobile device access
- Responsible party/lead matter assignment
- Not receiving matter notification
- Unable to add a Text Record
- Unable to use upload document
- Upload multiple documents
- Lawtrac - Add New Matter Type
- How do I Mark a Law Firm 'Opposed' in Lawtrac?
- How do I retire a law firm in Lawtrac?
- Receiving error when clicking View/Edit/Add Extra Categories.
- Where can I find a list of all Released Firms in Lawtrac?
- Can I Change the Matter Number and Matter Type
- Can I Flag an Invoice?
- Can I Flag a Budget?
- Delete Existing Document
- What is Document Version Control?
- Drag and Drop Box Does not Appear
- Filter Quick Find Results by Status
- How can I add a team member to an existing matter?
- How Can I Save Search Parameters?
- What is an Invoice Handler and What Can They Do?
- Adding Invoice - Firm is not available for selection
- I Cannot See the Documents Section on my Matter Screen
- I Don't See a Matter When Adding an Invoice
- Legal Staff Cannot Access Any Matters
- Private Matter
- Release Key Personnel
- Required Matter Fields
- Reset Invoice Approval Chain
- Restrict Search Results to Assigned
- Security/Work Groups
- Shortcut/Quick Access Buttons
- Should I Use the Logout Link or Can I Use the X in the Upper Right Corner
- Transfer Named User License
- Unable to see all matter areas
- Using Flags
- What are Transaction Records
- What are My Settings in Quick Find?
- What is a Delegate?
- What is Full Screen Mode?
- What is the Matter General Report
- Why Does an Approved Invoice Have No Approved Date?
- Working Tab on Matter
- Error when adding a new matter - Clear Matter Temp Table
- Is there a way to record a demand that our company has made?
- Report not displaying correctly in PDF output
- Lawtrac Connect Email Upload Delay
- Mutiple Lead People on a Matter
- Naming Structure for Matter Role Titles
- Icons Not Displaying
- Restrict Search Results to Assigned
- Lawtrac eBilling
- Adding A Document To A Matter
- Adding Timekeepers to a Matter
- Approving New Rates in a Different Fiscal Year
- Attach Documents to Submitted Invoices
- Can positive adjustment amounts be billed under the Line Item Adjustment Amount field in the LEDES file?
- Changing a Law Firm Administrator
- Error Message: Adjustment Amounts Need to be Negative
- Error Message: Line is over Approved Rate
- Error Message: Line Item Task Code is Blank
- Error Message: The Matter Number Cannot be Verified
- Firm Administrator - Resetting Login Credentials for Firm Employee
- How do I assign matters to a staff member in Lawtrac?
- Is it possible to limit LEDES/Expense code options by law firm? Can we disable codes at the firm level?
- I am not able to find 'Rate Card Review' option under the Finance Tab. It only shows LEDES Rules and LEDES Codes. What do I do?
- I am not able to view the matter even though our firm is assigned to the matter. What am I missing?
- I want to duplicate ALL of the individual timekeeper rate cards for a firm, however, the fiscal year I need is NOT listed as an option to select under the 'Set for Fiscal Year' drop-down.
- Multiple Law Firm Administrators
- How do you prevent Firms from Submitting a Matter level Rate Card?
- Reset Firm Employee Password
- Can a firm user reset their password?
- Error when adding a new timekeeper in Lawtrac
- Unable to Reset my Password
- Unable to View Matter
- Set Finance/Invoice Permissions
- Viewing a LEDES file in Excel
- Reporting
- Action Report
- Excel Reports Produces Blank Sheet
- How to Create Individual Report Categories
- Report Writer Quick Preview or Full Report error
- Standard Reports output formats - HTML,Excel, PDF, Word
- Report Writer - Distinct values
- Standard Report - Budget Status - Active Budget Only
- Standard Report - Dollars by Department
- Standard Report - Dollars by Matter Type
- Standard Report - Lawtrac Savings Report - FIN064
- Standard Report - Spend by Law Firm with Matter and Invoice Information
- Standard Report - Spend for LEDES Code E100 - Expenses
- Standard Report - Spend for LEDES Code F100 - Lifetime Fee Summary
- Standard Report - Spend for LEDES Code L100 - Case Assessment
- Standard Report - Spend for LEDES Code L200 - Pre-Trial Pleadings and Motions
- Standard Report - Spend for LEDES Code L300 - Discovery
- Standard Report - Spend for LEDES Code L400 - Trial Preparation
- Standard Report - Spend for LEDES Code L500 - Appeal
- Standard Report - Top Costing Matter Records – Focus on Type
- Standard Report - Top Grossing Law Firms / Vendors By Fiscal Year
- Standard Report - Transaction Report
- Standard Report - Type 1-2-3 Listing
- Standard Report - Type 4 Listing
- Standard Report - Type 5 Listing
- Application Setup/Installation
- How to reset ColdFusion Administrator Password
- Login Page Does Not Display Correctly After Upgrade
- HoldBucket2 Report Writer Error
- Lawtrac Timing Out When Uploading Document
- Multiple Briefs Folder
- ColdFusion Administrator URL
- Edit Document Error
- FVCollab error when authorizing Collaborati law firm
- Enable mail server logging
- Not receiving email messages from application
- Turn off invoice submissions for firms
- Unable to display a large amount of text in Hold Message
- Setup a Lawtrac site and Unable to login
- Renewing SSL Certificate