Enabling Legal Tracker at System Admin level
From your profile dropdown, select
System admin:
The
System Admin
screen opens. Navigate to
System settings
in the left-hand menu:
The
System settings
screen opens. Navigate to
Third Party Services
>
Legal Tracker configuration
By default, Matter intake and Matter management are set to
Disabled
.
Matter intake
creates a system-level iSheet that can sync with Legal Tracker intake records.
Note that matter intake iSheet updates must be imported manually, the daily sync only syncs the matter management iSheet.
Click the drop-down menu under
Matter intake
and select
Enabled
:
Click
More actions
>
Configure
to configure matter intake:
The
Register - Legal Tracker
screen opens:
Enter the details of your Legal Tracker instance.
Near real-time sync replaces scheduled sync. If you are currently using scheduled sync, please check
Finding your Company ID in Legal Tracker
and
Entering your Webhook secret key in Legal Tracker
,
below
.
Please contact your administrator if you need help finding this information.
API client ID
- Enter the API client ID which is displayed in your legal tracker instance.
API secret key
- This is the secret key from the API client.
Tracker company ID
- The organisation/company ID (Database ID) in Legal Tracker (see below); required for
near real-time sync.
Webhook secret key
- You may enter your own secret key - please use a code that is sufficiently long and complex to protect access. This code is transmitted to Legal Tracker and is used to secure your access for synchronisation; required for near real-time sync.
Enabling near real-time sync
As of February 2023, near real-time sync replaces scheduled sync for Matter management. Updates to Legal Tracker matters are pushed to HighQ so that scheduled synchronisation is not necessary.
The Tracker company ID and Webhook secret key are needed to use near real-time sync.
Finding your Company ID in Legal Tracker
Ask your Legal Tracker admin for your Company ID, or you can find it in the Legal Tracker app.
Open
Legal Tracker
, then select the company name in the top bar.
Select
Change client
to open the
Client
list.
Hover over the name of the client you want to configure for matter management sync.
Look for the tooltip in the bottom-left corner of the browser window and note the number (only the number is required).
Enter this number in the
Register - Legal Tracker
window in HighQ.
Entering your Webhook secret key in Legal Tracker
You must enable webhooks and then configure the HighQ webhook in the Legal Tracker app.
Please contact HighQ support for the iSheet services URI and Webhook secret key required for your configuration.
Enabling the webhook option
To activate a webhook for your site, enable the Webhook functionality integration:
Open
Legal Tracker
, then select
Home
,
Settings
and
Feature Preview
.
Select
Webhook functionality
:
Select
Settings
,
Webhooks
.
Select
Add a new webhook
:
Enter your Webhook secret key in the
Secret key
field, then click
Save & close
.
The
HighQ
filter is not required for this configuration.
Check that the information in Legal Tracker matches the information in the
Register - Legal Tracker
window in HighQ:
Select
Test
to confirm if the details are correct. If they are correct, a confirmation message is displayed and you can now select
Save
. If not, an error message is displayed informing you that the information is incorrect and that you must amend it, before saving.
Once you select
Save
and connect the instances, a solution template and an iSheet template are automatically created. An iSheet is created in the iSheet template - all newly created templates and iSheet are linked.
The instances are now linked.
If you update an existing configuration, you may also need to
Confirm
your saved changes:
Enabling Matter management
Matter management
creates a system-level iSheet that can sync with Legal Tracker matter records.
Click the drop-down menu under
Matter management
and select
Enabled
:
The
Edit query - Legal Tracker - Matter management
screen opens:
Note that if you use scheduled sync, sync is restricted to the first 500 records from the filtered matters.
Near real-time sync is not restricted.
If required, enter filters to restrict the synced records:
Lead firm
- Type the exact name of the firm, partial matches are not added
Matter status
- Choose
Open
,
Close
or
Both
.
Matter type template
- Type the full path for the matter type, including the parent node.
Substantive law
- Type the exact term, partial matches are not added
Date of the matter
- Enter a
Start date
,
End date
or both.
Select
Review query result
to check the records identified by your filters.
To sync all records, simply select
Save
, without entering any filters.
When you are satisfied with your filters, select
Save
to confirm.
Click the
More actions
icon next to the
Enabled
drop-down then select
Edit query
to edit your filters.
Scheduled or near real-time sync
If you have entered a Tracker company ID and Webhook secret key, then near real-time sync is active and you see this in the Legal Tracker configuration section:
If you use scheduled sync, you can select a
Daily sync time
(from
Never
to
Once a day
):
Finally, enter recipients for an email alert should the sync fail and select
Save
to save your settings.
Separate multiple recipients with a comma.
After you have configured Legal Tracker for your instance, you can: