Attaching the Law Firm Engagement Letter

Tracker lets users with a system role of Company System Administrator attach a copy of their engagement letter/billing guidelines to each firm profile. Users can only view engagement letters for their own law firm.
  1. Select
    Firms > Our firms
    in the left navigation.
  2. Click a firm name to open the firm profile.
  3. On the toolbar, select the three small dots icon, then select
    Edit firm profile
    .
  4. Next to
    Engagement Letter
    , click
    Browse
    and attach your engagement letter file.
  5. On the toolbar, select
    Save & close
    .