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Dates and Events

Budget/Status Report | Calendar of Events

Displays the calendar of required law firm and company budget and status report activities.

Read Only View

Date
Description
Month
The month for which the dates are set.
Events
Displays the event that will take place.
Firm Input START
This is the first day that vendors can enter information to complete the required action(s) due for that month. On this day dashboard alerts are shown to vendors, and emails are sent to the vendors' matter participants and to vendor primary contacts, notifying them that they should now begin entering the required information in Tracker. Also, as of 12:00 am Pacific Time of the Vendor Input Start Date, the vendor is no longer able to post invoices to a matter unless it has completed all of the incomplete tasks for that matter.
Firm Email REMINDER
If the vendor has any matters with incomplete actions, a reminder email will be sent to the matter participants for those matters.
Firm Input DUE
This is the date by which the vendor is requested to complete the incomplete tasks. With respect to other required actions, (e.g. entering a reforecast, posting a status report, etc.), the action will remain due until completed.
Co. Input START
If there is company review/entry required for a particular action, this is the first day that the responsible company users can approve or edit the information. On this day dashboard alerts are shown to the company responsible users, and emails are sent notifying them that they should now begin approving or editing the information that is required.
Co. Email REMINDER
If a company responsible user has any matters with incomplete actions, a reminder email will be sent to that user.
Co. Input CUTOFF
Displays the date that company users are no longer able to approve or edit the required information.

Edit View

Use the Default row to create default values across all months. Tracker Coordinators and Backup Tracker Coordinators can make changes to the following options:
Date
Description
Cutoff Date
The date that users are no longer able to approve or edit the required information.
Input Days
  • Firm: The total number of days that the vendor is allowed to input data. A minimum of two days is required. The maximum is 22 days.
  • Co: The total number of days that the company responsible user is allowed to input data. A minimum of two days is required. The maximum is 15 days.
Note: The combined Input Days cannot exceed 28 days.
Remind Days
  • Firm: If the vendor has any matters with incomplete actions, a reminder email will be sent to the matter participants for those matters.
  • Co: If a company responsible user has any matters with incomplete actions, a reminder email will be sent to that user.
To change the default values for a specific month, change the options by month.
The remaining fields are not editable and will automatically update when edits are made.

This article applies to:

  • PRODUCT: Legal Tracker,Legal Tracker
  • Audiences: Company,Company