Installation Requirements

Before you begin to install Lawtrac™ 4.3, ensure that your system meets the full Installation Requirements found in the Lawtrac Installation Guide.

Upgrade Considerations

Before you begin to install Lawtrac™ 4.3, ensure that your system meets the full Technical Requirements found in the Lawtrac Installation Guide. You can also view the Upgrade Considerations page in the Lawtrac help or contact Support for further detail. 

General Lawtrac Enhancements

Enhancement: Users are able to search by Text Categories in the Super Search screen. 

Tracking Code: LTCOL-7738

Additional Detail: This functionality allows users to narrow their search criteria while using the Super Search feature. This screen can be accessed by navigating to Matters >  Super Search, or by clicking the Search button in the top right corner of the Lawtrac application. Users can select/de-select more than one Text Category per search to filter the results. See the Super Search guide for further detail.

Enhancement: The All Matter Records screen is now a user permission that allows non-administrators and non-super users to access all matter records that they are assigned to and that they have permission to view. 

Tracking Code: LTCOL-8028

Additional Detail: This permission will be turned on by default for Super Users, but will be turned off by default for all regular users. It can be found in a User's profile in the Application Permissions screen > Matters column. When enabled, regular users with this new permission should only see matters that match their security group setting and matters they're assigned to. Super Users can always see the All Matter Records link regardless of their permissions. See the Application Permissions page in the User Guide for further detail.

Enhancement: In-House users have the ability to set configurable timeout thresholds for Key Personnel users separately from In-House users.

Tracking Code: LTCOL-11351

Additional Detail: This configuration is set in My Lawtrac > Application Administration > Application & Database > Security Options. It assists In-House users setting the timeout threshold separately from In-House users, since Key Personnel are typically in the Lawtrac application for less amount of time than other users. Key Personnel users will be prompted with a warning before they're logged out. The Security Options page details the respective logout configuration options.

Enhancement:  Within the database, the passwords for the following user types are now salted and hashed when stored: Personnel, Vendor Staff, Key Personnel, and Utility.

Tracking Code: LTCOL-10068

Additional Detail: The primary function of salting the password hashes is to safeguard passwords while they're in storage. This update enhances the security of each individual user who is stored in the Lawtrac database. 

Enhancement:  Default user profiles of Administrator, Attorney, and General User were added to the Lawtrac Database. 

Tracking Code: LTCOL-9549

Additional Detail: These profiles were added to the Permissions Profile drop-down list.

Enhancement: In-house users can add and control which fields appear on a Key Personnel's SSP Request submission form. This allows users to adjust the submission forms to fit into their organization's unique workflows.

Tracking Code: LTCOL-9385

Additional Detail: This is accessed via My Lawtrac > Application Administration > Key Personnel tab. See the Request Form Fields page for further detail. 

Enhancement: Updates made to rate cards from the Outside Counsel interface are recorded in the Lawtrac system in the Vendor Activities screen.

Tracking Code: LTCOL-7810

Additional Detail: See the Vendor Activities page in the Outside Counsel Guide for Firms & Vendors for further detail.

Enhancement:  Legal Department users have the ability to create and use templates when rejecting matter requests submitted from the Self-Service Portal.

Tracking Code: LTCOL-9372

Additional Detail: LD users can create and save rejection response templates for Key Personnel requests. They are able to choose a template from the drop-down screen on the matter requests page, rather than manually typing in the rejection response. See the Key Personnel Rejections page for further detail.

Key Personnel Enhancements

Enhancement: Key Personnel users now have the ability to search and access documents on matters they have permissions to view.

Tracking Code: LTCOL-9386

Additional Detail: Key Personnel users can access, view, edit, and search matter documents that they upload to the Self-Service Portal Request and any matters created from requests. This can all be done without needing to be granted permission by a Legal Department user. See the Document Management for Key Personnel page for further detail.

Enhancement:  This enhancement gives Key Personnel users the ability to approve, reject, and comment on Self-Service Portal requests via Routing Slips.

Tracking Code: LTCOL-9908

Additional Detail: See the Routing Slips for Key Personnel page for further detail.

Enhancement: Key Personnel users are able to view Outside Counsel, Matter Documents, and additional fields within matters. This information is readily available when KP users are creating, editing, submitting, or viewing Self-Service portal requests.

Tracking Code: LTCOL-9487

Additional Detail: As of Lawtrac 4.3, KP users are able to see assigned Outside Counsel on their assigned matters. They are also able to access matter documents that they have permissions for. The View Only access should be turned on by default on any documents that the KP user submits themselves. Lastly, KP users are able to see any additional fields that an LT Admin has enabled for use on the Self-Service Portal Request submission form. See the Request Form Fields page for further detail. 

Enhancement: In-house legal department users can substitute one Key Personnel user for the original KP user on a specific request, open matter, or closed matter. 

Tracking Code: LTCOL-9374

Additional Detail: This functionality allows In-house users to have full control over the requests and matters in their system. Legal Department administrators are able to transfer matters between KP users upon the release, termination, or assignment change of another Key Personnel user. See the Substitutions page in the Administrator User Guide for more detail. 

Enhancement: In-House legal department users can track Key Personnel substitutions in Action Reports and within matters.

Tracking Code: LTCOL-11634

Additional Detail: Substitution transaction details can be found on the Transaction Record tab within a matter and in the Activity tab on the Action Report. See the Substitutions page in the Administrator User Guide for more detail. 

Enhancement: In-House and Key Personnel users now have the ability to see a snapshot of their original matter requests (submitted from the Self-Service Portal). 

Tracking Code: LTCOL-9376

Additional Detail: A snapshot of the original submission is added to the matter as a document attachment and contains all of the original fields and data filled in by the Key Personnel user. This submissions snapshot will not change or update when the corresponding matter is edited or updated. See the Document List page in the User Guide for further detail.

Report Writer Enhancements

Enhancement: Legal Department users have the ability to save and share existing Report Writer reports. This functionality allows users to make adjustments to existing reports while not losing the original report and without having to rebuild the new report from scratch.

Tracking Code: LTCOL-9502

Additional Detail: This functionality only applies to the Lawtrac Report Writer reports, not standard reports. Additionally, the ability to overwrite existing templates, via the Overwrite the report template checkbox, has been removed. See the Report Templates page in the Report Writer User Guide for further detail. 

Tracking Code: LTCOL-11640, 9500, 9501, 9714, 9741, 11643, 11642, 11641

Additional Detail: These filter parameters were added to the existing parameters in the Display Info tab in the Report Writer module. See the Step 2: Select Matter Display Information page in the Report Writer guide for further detail.

Enhancement: When given the respective permissions, Key Personnel users can edit edit fields on existing, Pending matter requests. 

Tracking Code: LTCOL-9387

Additional Detail: This rule only applies to exiting, pending matter requests. Fields cannot be edited or changed once the request moves out of Pending status. Legal Department Administrator users have the ability to enable/disable the editable fields in My Lawtrac > Application Administration > Key Personnel tab > Request Form Fields (menu option 7). Legal Dept. Admins can review the Request Form Fields page in the online help for further detail on how to enable/disable editable fields.

Collaborati-Lawtrac Enhancements

Enhancement: Existing Lawtrac-Collaborati vendors can add a large number (5,000+) Matter Records in Lawtrac and successfully sync and display them in Collaborati.

Tracking Code: LTCOL-7679

Additional Detail: There are several prerequisites that precede this process - see the Syncing Matters from Lawtrac to Collaborati page for further detail.

Enhancement: Lawtrac users can associate and map multiple Collaborati Timekeeper records with Lawtrac Staff records at the same time. 

Tracking Code: LTCOL-9592

Additional Detail: All enhancements and changes to this feature can be found on the Manage Collaborati Timekeepers page.