Firm Setup and Fee Arrangements Overview

The topics below describe setting up your firm in the system and firm fee arrangements.

Firm Setup

The law firm's system administrators in Tracker are responsible for setting up your firm in the system. In general, they will:
  • Set up a Lead System Administrator and a Backup System Administrator who are generally responsible for the Tracker system.
  • Create an office profile for each office working in Tracker and set up an office system administrator.

Firm Fee Arrangements

Your client is responsible for entering into the system your firm's engagement agreement (also referred to as the "Engagement Letter") and the specific fee arrangement for each matter.