Setup Resources

Welcome to the Tracker Setup page, which contains instructions and resources to help you set up Tracker for your company.

Three keys to a successful implementation

  1. Specify a cutoff date for paper invoices and return any paper invoices received after that date to the firm.
  2. Select a Tracker Coordinator who will have sufficient time and resources to devote to the implementation. Implementation for large law departments (more than 30 company users) may be a full-time task for the Tracker Coordinator. Exceptionally large law departments may need more than one Tracker Coordinator. After implementation, the Tracker Coordinator's tasks will take much less time.
  3. Ask your General Counsel to be responsible for sending messages about the importance of this project. Direct communication from the General Counsel (or a spokesperson) to in-house users and law firms usually leads to the most successful implementations.
There are two types of setup:
  • No data conversion—Your company creates matters and user accounts in Tracker.
  • Data conversion from existing system—Tracker uploads matter and user account data from your system into Tracker.

Initial Tracker Setup: No Data Conversion

Step 1 - Download and review implementation schedule and resources
  • Implementation Schedule
  • System Configuration Checklist
Step 2 - Distribute Tracker introduction and implementation instructions
  • Template for notification to your company users *
  • Template for notification to law firms *
  • Instructions for posting invoices in Tracker.
  • Matters Spreadsheet - Law Firm (optional)—Firm representative completes a spreadsheet with information about the lead attorneys working on each matter.
Step 3 - Distribute launch notifications
Distribute these documents after Tracker has been configured and matters have been created in Tracker.
  • System Launch Notification - Company users *
  • System Launch Notification - Firm users *

Initial Tracker Setup: Data Conversion

Tracker Support can assist you during the implementation process. The following documents and resources may be useful during this process.
Documents marked with an asterisk (*) should be customized before they are sent.
Step 1. Download and review implementation schedule and resources
  • Implementation Schedule
  • System Configuration Checklist
  • Master Matter Upload Spreadsheet (Includes all potential fields to be uploaded)
  • Legal Tracker Tutorial Videos and Webseminars
Step 2 - Distribute Tracker introduction and implementation instructions
  • Template for notification to your company users *
  • Template for notification to law firms *
  • Instructions for posting invoices in Tracker
  • Matters Spreadsheet - Law Firm (optional)—Firm representative completes a spreadsheet with information about the lead attorneys working on each matter.
  • Matters Spreadsheet - Company (optional)—Company users complete a spreadsheet with information about the matters they are managing.
  • User Profile Spreadsheet—Business units complete User Profile Spreadsheet and send to Thomson Reuters for input in Tracker.
Step 3 - Distribute launch notifications
Distribute these documents after Tracker has been configured and matters have been created in Tracker.
  • System Launch Notification - Company users *
  • System Launch Notification - Firm users *