Legal Tracker integration - Matter management and Legal Intake
Legal Track integration provides two tools, Matter management and Matter intake.
note
As of August 2022, we expanded the Legal Tracker integration to include flexible matter and spend management, and HighQ Forms support for Matter intake.
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And as of February 2023, you can associate the Matter intake and Matter management iSheets with a join column, and associate your HighQ site and Legal Tracker matter for easier reference and updates.
Matter Management and reporting
Often, corporate In-house legal teams do not have a centralized view and management of in-house and outsourced matters; Corporate legal teams use multiple systems to manage matters and centralized matter reporting is a challenge.
The Legal Tracker integration includes matter management, this provides an integrated experience that combines HighQ's flexibility with Legal Tracker's strengths in spend management. It gives legal teams a centralised view of both in-house and outsourced matter management.
The integration includes two-way sync, so that users can work in either HighQ or Legal Tracker, depending on their needs, and all data is seamlessly transferred from one system to the other.
You can generate reports that provide high-level updates on the current financial status of matters, replacing reports created in separate financial management systems.
Matter intake
The Legal Tracker integration manages Legal matter Intake; this handles all steps from requesting a legal intake to the creation of a matter.
A requester (a corporate user, legal client, or potential client) can raise an intake request using HighQ iSheets or
HighQ Forms
as an intake form.note
If you use iSheets, the requester must be invited to the HighQ instance to raise the intake request.
If you use HighQ Forms, the requester can create anonymous requests or have the ability to self-register and create an intake request.
Setting up HighQ integration with Legal Tracker
If you already use HighQ Collaborate, it is a simple process to access Legal Tracker features:
- Please contact your HighQ representative to enable and register for Legal Tracker integration.
- A system admin must then authorise the add-on in system settings.
After the integration is enabled on your instance a system admin must:
- Link HighQ sites and Legal Tracker matters
Requirements
Legal Tracker integration with HighQ requires:
- HighQ Collaborate version 5.7.5 or above, including the iSheets module.
- a Legal Tracker account.
note
Questions regarding credentials should be directed to the Legal Tracker administrator, not the HighQ support team, as only Legal Tracker admin can provide credentials.
Two-way sync
Changes in the HighQ Matter management iSheet are synced in near real-time with the Legal Tracker.
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As of February 2023, near real-time sync replaces scheduled sync. If you are currently using scheduled sync, or if you are configuring a new site, you can set up near real-time sync time in system admin for Legal Tracker.
For example:
Select a record in the
Matter management
iSheet:
note
This iSheet is populated with data from Legal Tracker. See Configuring Legal Tracker iSheets for more information.
Select
More actions
then Edit
:
You can change editable fields (some columns are set as read-only when they are imported):
For example, you can adjust the selected
Substantive law
field:
note
This example shows a manual change to the iSheet, but workflow can also be used to make updates automatically.
Changes are synced with Legal Tracker:
