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Status Reports and Notes

Status Reports and Notes Overview

Status reports and Notes overview

Status reports and notes are both located under the
Status
 tab of a matter. This tab is hidden for locked matters.
Status reports and notes are just two of the online forms that can be completed during the life of a matter. The following table will help you better understand the special features and situations under which you should use a particular form:
Description - When to use
Special features
Status Reports
Submitted by company users for all matters and the lead law firm (if applicable). To submit a status report, the user must have a matter role of Editor or Administrator.
Status reports are intended to keep company users up to date on work being performed on their matters. Additionally, status reports can be submitted at any time to alert companies to material changes or significant developments in a matter.
Status reports can be left optional or required on a monthly or quarterly basis. If status reports are required, firms will not be able to post an invoice until a status report has been filed.
Status reports that include a Material Change notice will cause an Action Items alert to be sent to company matter participants with a matter role of Editor or Administrator.
Status reports submitted by company users can be marked as All Matter Participants, Company and Lead Firm Matter Participants, or Company Matter Participants Only. Law firms cannot post status reports that are designated Company Matter Participants Only.
Notes to File
Posted by any matter participant with a role of Editor or Administrator.
Notes to file are used to capture impressions, comments, and information on any topic that is not time sensitive.
Users can attach a document with the notes to file.
Notes to file can be marked as All Matter Participants, Company and Lead Firm Matter Participants, or Company Matter Participants Only. Law firms cannot post notes that are designated Company Matter Participants Only.
Dates & Events
Posted by any matter participant with a role of Editor or Administrator.
Dates and events are used to track deadlines, appointments, and other time-sensitive items. Dates and Events can also be used to assign tasks with a specific due date or maintain a running diary of key meetings and conversations.
Entries in the Events/Diary can be searched and viewed within a specific matter or across multiple matters.
Email notifications (ticklers) can be sent to selected participants in advance of the date.
A list of standard event types can be created by Company System Administrators.
Users can associate a date/event with a posted document.
Documents
Posted by any matter participant with a role of Editor or Administrator.
The features under the Documents tab work similarly to the Status & Notes features. In Tracker, Documents are copies of any electronic or scanned materials (for example, research memos, filings, court orders, closing documents.) that participants may need to access during the life of the matter or that should be archived with the matter.
Documents can be locked to prevent users from replacing the original file or shared to allow other users to make comments to a draft.
Requests for Review and comments can be posted with a document, which will trigger an Action Items alert for other matter participants with a matter role of Editor or Administrator.
Documents can be organized in customizable file folders. Users can associate a date/event with a posted document.
Documents can be marked as All Matter Participants, Company and Lead Firm Participants Only, or Company Matter Participants Only. Law firms cannot post documents designated as Company Matter Participants Only.

This article applies to:

  • PRODUCT: Legal Tracker
  • Audiences: Company