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Firm setup

Create Offices for Your Firm

If you have multiple firm offices with active matters in Tracker, there are many reasons why it is important to create records in Legal Tracker for each one:
  • Companies frequently have a separate vendor number for each of your firm offices and you must be able to designate the appropriate office when submitting invoices.
  • Each firm user is associated with an office. User lists can be generated per office.
  • The types of invoices that can be posted may also be affected by whether the office has been created. For example, offices outside the U.S. can include the amount of VAT in an invoice.
  • Your office information appears in the Tracker Worldwide Directory, a searchable directory that is available to all company users. Because thousands of company users rely on the Tracker Worldwide Directory to find and engage new outside counsel, this information can help you market your firm to prospective new clients.
note
Before creating a new office, be sure the office has not already been created. To view your firm's offices, click
Firms > Office list
 in the left navigation.
To create an office for your firm:
  1. Select
    Firms > Office list
     in the left navigation.
  2. Select
    Add office
     in the toolbar.
  3. Complete the office profile fields.
  4. On the toolbar, select
    Save & close
    .

What To Do If a Duplicate Office Was Already Created

Occasionally, a Company System Administrator or a Firm Administrator may create a firm office that was already created. For example, there is an office for Washington, D.C. and a second office for Washington DC. It is important to consolidate duplicate offices. However, neither Company System Administrators nor Firm Administrators can consolidate offices. Only a Tracker Administrator can consolidate firm offices. If you are aware of a duplicate firm office, click here to submit a support request to Tracker.

Edit Offices Created by Company System Administrators

To help facilitate the quick implementation of firms, Company System Administrators have the ability to create offices for your firm. After a company has created an office, the firm should edit the office profile because the company user cannot enter important marketing information about the office. Below are several important aspects about this feature in Tracker:
  • Company System Administrators cannot enter or edit any of the office profile marketing information relevant to the Tracker Worldwide Directory of Firms. In fact, the only required fields that a Company System Administrator completes when creating a new office for your firm are the name of office, city, country, and state or province. The only other optional fields a Company System Administrator can complete are the street address and zip or postal code.
  • Your firm's Lead System Administrator will be notified via email that a new office has been created.
  • Your firm's Lead System Administrator will be designated as the Office System Administrator for the office. The Lead System Administrator can sign in and select a different user to be the Office System Administrator.

This article applies to:

  • PRODUCT: Legal Tracker
  • Audiences: Firm