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
- Specify a cutoff date for paper invoices and return any paper invoices received after that date to the firm.
- 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.
- 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.
note
Documents discussed in the following sections that are marked with an asterisk (*) should be customized before they are sent.
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 *