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Managing firms

Edit a firm's profile

Follow these steps to edit a firm's profile.
note
Company customers can edit the company information fields for live firms and all fields for memo firms. Firm Administrators can edit all fields for their firm profiles.
  1. Select
    Firms
    , then
    Our firms
    .
  2. In the list, select the hyperlinked name of the firm you want to view.
  3. Use the options in the following table to edit details about the firm.
Section
Description
Firm information
You can use the options in this section to:
  • Activate
     or
    restrict
     the ability of the firm to be added to matters by selecting an option next to Active.
  • Change the custom name that you use to identify the firm. Enter the name in the Custom Firm Name field.
Users responsible for (firm)
To associate a person to a role, select
Select
 next to the role you want to define and search for the person you want to add.
  • Use the Client Relationship Attorney field to specify the attorney at the firm who has ultimate responsibility for the client and the client's satisfaction with the work of the firm. This is the person the client should call if there are any disputes that arise, or if there are negotiations regarding fee arrangements. This should not be a staff person at the firm.
    The Backup Client Relationship Attorney is an optional field. Typically, a backup would be assigned only if the firm's work for a client is so significant that the firm has two attorneys responsible for the relationship with the client.
    The people selected as the client relationship attorney or backup don’t have any extra responsibilities in Tracker. The purpose of assigning these people is so that the client can generate a spreadsheet of key individuals to contact at each firm, such as when they are sending out new engagement guidelines for all firms. In addition, these people can be given granted all matter access, and receive an email each time a new matter is opened in which the firm is assigned. These people don’t receive action items alert of incomplete tasks.
    A person can be selected as the Client Relationship Attorney or backup only if they’ve completed their profile and the position on their profile is Partner, Associate, or Of Counsel.
  • Use the Primary Billing Contact field to specify the person at the firm who is primarily responsible for posting invoices, or who can answer questions about the invoices that have been posted. This person should also be responsible for overseeing the posting of unbilled amounts into the Tracker. This should typically not be an attorney at your firm.
    The Backup Billing Contact field is optional. This is the billing contact if the primary contact is not available.
    The people selected as the primary billing contact or backup don’t have any extra responsibilities in Tracker. However, they receive email notices when your firm is required to post unbilled amounts for a client. Another reason for selecting these people is so your client can easily generate a spreadsheet of key individuals to contact at each firm. In addition, these people can be given granted all matter access, and receive an email each time a new matter is opened in which the firm is assigned. These people don’t receive action item alerts of incomplete tasks.
    A person can be selected as the Primary Billing Contact or backup only if their system role is
    Firm Administrator
     or
    Firm User + Billing
    , or the position in their profile is
    Billing Clerk/Manager
    .
Use the
All Matter Access
 fields to let firms select a person to have all matter access to client's matters. For example, the client relationship attorney may want his or her secretary to have access to all the firm's matters on the system. In that case, the secretary should be selected as one of all matter access people. These people don’t receive action item alerts of incomplete tasks.
Information about the firm
This section shows additional information specific to the firm, such as the firm engagement letter and password requirements.
  • Use the dropdown to designate the firm as standard or preferred.
  • Select the
    Browse
     button next to Engagement Letter to add the firm's engagement letter.
  • Use the buttons to set requirements for budgets, accruals, and outside counsel evaluations.
  • Use the dropdowns to specify requirements for allowed currencies, invoicing formats, and tax types.
  • Select an option next to Outside Counsel Evaluation Requirement to specify whether outside counsel evaluations are required for this firm. If evaluations are required, they are defined in the matter type template.
Firm alerts
Shows any created firm alerts.
Firm portfolios
Shows any created firm portfolios.
Volume discounts
Shows any created volume discounts.

This article applies to:

  • PRODUCT: Legal Tracker
  • Subject: Setup
  • Audiences: Company