View and Edit Firms and Vendors

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Note: It is best practice to manually sync Collaborati with Lawtrac directly after making changes to vendor/firm information so Collaborati users have the most up-to-date information available—even if you have the scheduled task set up to sync daily.

Firm/Vendor Profile Page

Information

The default tab that opens for a firm or vendor is the Information tab. This tab includes four sections: Overview, Classifications, Manage, and LEDES Classifications.

While in view mode, click Additional Addresses in the Overview section to edit or include additional contact information.

Overview:

The Overview section includes information about where the firm or vendor is located. Click the add_new_matter_edit icon to edit the location information.

Edit Firm/Vendor Overview

Click Save to save the new information, or click orange arrow point left to return to the Information tab.

Classifications:

The Classifications section allows you to classify the company type, expertise area, and reference title. Lawtrac users have the ability to designate a firm as "Opposing" by clicking the checkbox above "Company Type". This option allows users to indicate to their Legal team and non-opposing vendors that this firm likely cannot be used and is in some way engaged in a matter against the user's team.

Apply the following badges for the firm or vendor by clicking on the checkboxes under Badges:

Recommended—A user recommends the firm or vendor
Preferred—A user prefers the firm or vendor
Approved—A user approved the firm or vendor
Minority—This firm or vendor is minority-owned
AFA on File—This firm or vendor has an alternative fee arrangement on file
e-Billing—This firm or vendor can send invoices to Lawtrac

An icon appears for each badge the company has. If the no_badge_icon icon is present for a badge, the badge has not been assigned.

Edit Classifications

Manage

The Manage section allows you to navigate to documents page, staff page, or upcoming events. Click the corresponding icon to jump to that page.

—Firm/vendor does not receive notifications; click to toggle
—Firm/vendor receives notifications; click to toggle

Firm/Vendor Manage Section

LEDES Classification

LEDES classifications are created and managed by the site administrator in Application Administration, who controls the information that appears in these drop-down menus.

Select an option from each menu. These tabs are optional, but the data may be beneficial when running reports. All changes are saved automatically.

Additional Tab Options:

Tab	Function
Information	View firm/vendor contact information, classifications, and badges. Access quick links to documents, staff, and calendar events.
Staff	View a list of the firm or vendor's employees and timekeepers. Add and manage staff rate cards.
Assignments	View the matter records assigned to the company.
Financial	View all financial information associated with a firm or vendor.
Calendar	View upcoming matter events associated with the firm or vendor.
Documents	View all documents that a firm or vendor has uploaded to matter records.
Represents	View a list of parties and entities that the firm or vendor represents.
Activities	View all actions relating to users and the selected firm or vendor.
Settings	View and edit additional data for the firm or vendor.
Search	Quickly locate information about the firm or vendor.