Within a matter record, the Firms & Vendors tab lists all active law firms.
To delete a firm or vendor from the active list:
- Select the View/Edit Relationship icon to the right of the firm's name.
Note: If no firms or vendors have been added or assigned, the Firms & Vendors tab automatically displays the Add New Firm/Vendor screen.
- At the bottom of the new screen, click on the blue button that reads Release This Vendor Assignment.
Note: You must check the box below that confirms deletion of the assignment entirely. The deletion cannot be undone.
To release an individual employee from a matter, click on Release From Matter to the right of employees' name listed under Currently Assigned. The page automatically refreshes—removing the selected employee from the list—and the button is replaced with Reinstate to Matter. Select the button again to reinstate the employee.
Note: If your law firm or vendor is using Collaborati to submit invoices, it is best practice to manually sync Collaborati with Lawtrac directly after making changes to vendor/firm information so that they have the most up-to-date information available, even if you have the scheduled task set up to sync daily.