User Guide
- Lawtrac Home Screen
- This guide details the buttons and links that appear on the home screen.
- My Lawtrac
- This guide covers topics on Matter Records, Application Administration, My Settings, Licensing Review, Matter Records, Security, and Document Drop-box Settings.
- Matters
- The Matters tab allows users to view, create, and report matter records as well as adjust the staff assigned to a matter.
- Documents
- This guide details how to use the Documents feature in Lawtrac and covers the following topics: Document List, Routing Slips, File Room, and Document Tools.
- Document Bank
- Document Search
- Add Documents to the Document Bank
- Version Control
- Edit Documents
- Delete Documents
- Lawtrac Document Data-Matching
- Routing Slips
- File Room
- File-Folder Listing
- Inventory Listing
- Storage Search
- Searching for Files and Folders
- Adding Files and Folders to Matters
- Adding New Folders to the File Room
- Editing Redwell File Information
- Editing Folder Information
- Checking Out Files & Folders
- Closed-Retired List
- Finance
- This guide covers all Lawtrac topics related to User Finance options which include: Budget Management, Invoice Management, and Insurance Management.
- Invoice Management
- Main Invoice Page
- Flagging an Invoice or Line Item
- Approval Chain & Invoice Handlers
- Adding/Calculating VAT Tax
- Invoice/Budget Line Connectors
- Calculating Invoices
- Invoice Tabs
- Approval Activities
- Add a Budget Line Item
- Invoice Handlers: Pass Along Invoice
- Adjusting Line Items
- Approving the Invoice
- Rejecting an Invoice
- Invoice Documents
- Chargeback Review
- Flags and Comments
- Matter Invoices
- Budget Review
- Order Received
- Chronological Order
- Timekeeper Totals
- LEDES Review
- Custom View
- Your Options
- Invoice Logs
- Invoices Pending Approval
- Invoices Pending Handling
- Adding a New Invoice
- Step 1: Choose a Firm or Vendor
- Step 2: Pre-Approved Invoices
- Step 3: Associate a Matter
- Adding Additional Matter to Invoice
- Step 4a: Adding Summary Invoices
- Step 4b: Adding Detailed Invoices
- Oldest Not Approved
- Approval Schema
- Chargeback Overview
- Chargeback Activity
- Recently Received Invoices
- Budget Management
- Viewing Budget Details
- Editing and Adding Line Items
- Chronology
- Comments
- Budget Variance
- Reserves Management
- Insurance Management
- Insurance Policy Overview
- Underwriter-Carrier
- Adding, Editing, or Deleting an Underwriter
- Underwriter Contacts
- Underwriter Policies
- Policies
- Matter Records
- Occurrence Overview
- Currency Exchange Look-Up Tool
- People
- This guide covers topics related to people in Lawtrac. This includes: In-house legal departments, key personnel, firms and vendors, parties, and entities.
- In-House Legal Department
- Editing Personal Information
- Work Group Security
- Classifications
- Application Permissions
- Matter Permissions
- Reset Permissions
- Site Access
- Invoice Handler
- Approval Amount Threshold
- Release-Reinstate
- Create an Invoice Approver
- Key Personnel
- Edit Record & Permissions
- Removing Key Personnel
- Firms & Vendors
- Searching for Firms or Vendors
- Adding New Firm/Vendor
- Outstanding Approvals & Rate Requests
- View and Edit Firms and Vendors
- Search on a Firm or Vendor
- Staff
- Adding a New Staff Member
- Adding a Timekeeper Rate Card
- Approve All Timekeeper Rate Cards
- Assignments
- Financial
- Adding a Rate Card
- Delete a Rate
- Calendar
- Documents
- Represents
- Activities
- Settings
- Collaborati Vendor Tab
- Lawtrac: Manage Collaborati Timekeepers
- Employee Directory
- Parties
- Searching for Parties
- Party Information Screen
- Entities
- Entity Information Screen
- Adding a New Entity
- View Payments to and from an Entity
- Party Relationships
- Transactions
- Parties vs. Entities
- Messages
- This guide details how to view various types of received messaged in Lawtrac.
- Time
- This guide details how to manage and monitor your time spent handling matters.
- Reporting
- This guide covers topics related to reporting in Lawtrac, including how to build several different types of reports and how to implement them.
- Morning Report
- Recently Opened
- Missing Leadership
- Missing Category
- Retired Categories
- No Outside Counsel
- Staff Positioning
- No Approval Chain
- Matters Recently Closed
- List Matter by Status
- Budget Activity
- No Update: 30 days
- Previous Day Activity
- Description Text Missing
- Corporate Dashboard
- LEDES: Breakdown
- Assignments
- Risk Assessment
- Report Listing
- Flagging a Report
- Lawtrac Report Writer
- Support
- division
- Additional Help
- Welcome to the Lawtrac 4.1 Additional Help: Troubleshoot.
- Help with Invoices
- Help with Submitting Invoices
- How do I include expense receipts or other attachments with my invoices?
- How do I upload LEDES files with non-US Taxes (VAT, GST)?
- How do I upload LEDES files with non-US taxes at the line item level?
- Can I edit my invoices?
- Can I delete invoices that have been approved, paid, or rejected by a client?
- How do I check on the status of my invoices?
- How do I attach documents to my invoice?
- Help with Creating Invoices
- How do I create an invoice in Lawtrac?
- Create a Summary Invoice
- Create a Detailed Invoice
- How do I apply a discount to my invoice?
- How do I add taxes to line items in an invoice?
- How do I edit a line item in an invoice?
- How do I delete an invoice created in Lawtrac?
- What do I do if a client is missing from the Create Invoice drop-down field?
- Troubleshooting Invoice Creation
- Help Checking the Status of an Invoice
- How do I track an invoice?
- How can I view invoice history?
- How do I know if I need to take action on an invoice?
- Help with Budgets
- How do I view budget requests?
- How do I search for budgets?
- How do I edit a budget?
- How do I attach documents to a budget?
- How do I approve or reject a budget?
- Frequently Asked Questions
- What currencies does Lawtrac accept?
- Notification FAQ
- Key Personnel Profile Creation
- Key Personnel Password Reset
- Routing Slip Notification
- Outstanding Invoices to Approve
- Hold Notifications
- Matter Events
- New Matter Association
- how do i add a budget for a law firm