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Office Profile in the Tracker Worldwide Directory of Firms

If your firm has multiple offices, you can easily maintain separate profiles for each of those locations including contact information, areas of practice and size of office. As with your firm profile, Tracker lets you maintain this information in one place for all Tracker clients.

Create and Edit the Office Profile

The first user to sign in to Tracker from your firm will be asked to enter not only basic address and contact information but also office size, areas of practice and whether your firm can submit LEDES invoices. If your firm has multiple offices, each office should have its own profile and users. Users with a system role of Firm Administrator can edit the office profile at any time.
To edit the office profile:
  1. Click
    Firms
    , then
    Office list
     in the left navigation. The list of existing firm offices displays.
  2. In the
    Name
     column, click the name of the office you want to edit the office profile for.
  3. Select
    Edit office profile
     in the toolbar.
  4. Update the office profile.
  5. On the toolbar, select
    Save & close
    .

Deactivate an Office

  1. Click
    Firms
    , then
    Office list
     in the left navigation. The list of existing firm offices displays.
  2. In the
    Name
     column, click the name of the office you want to edit the office profile for.
  3. Select
    Edit office profile
     in the toolbar.
  4. In the
    Firm Office Information
     collapsible section, uncheck the
    Active
    checkbox.
  5. On the toolbar, select
    Save & close
    .

This article applies to:

  • Product: Legal Tracker
  • Audiences: Firm