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Managing firms

Searching for Firms

You can search your database to find firms that have previously done work for your company, or the Worldwide Directory of firms to find other firms.
To search your list of firms or the Tracker Worldwide Directory:
  1. Select
    Firms
    >
    Search
    in the left navigation.
  2. If not already selected, check the
    Our Firms
     checkbox to search the firms that are already defined in your database, or the
    Tracker Worldwide Directory
     checkbox to search the directory for firms you have not already used.
    note
    The ability to search the Worldwide Directory is a setting that can be turned on or off on the company's profile. For Company Matter Creators and Company Users to have the ability to search a firm using the Tracker Worldwide Directory, the Tracker Coordinator must enable this option on the Company Profile page.
  3. Two search options give you options for finding the correct firm and minimize the possibility of adding duplicate firms.
    • Select the
      Search
      button for standard search. Standard search is useful if you know the name of the firm you're trying to find. To search for a firm by name in your company database, type the name of the firm or vendor in the
      Name
      field and select the
      Search
      button. The
      Firm Search Results
       collapsible section will show a list of firms that match the criteria you entered.
    • Select
      Advanced search
       to show additional options to help locate firms by matters they have worked on, or by profile information.

Advanced search

Advanced Firm Search on Matters
Use advanced search when you want to search firms in your firms list by more detailed criteria, such as substantive law, matter type, or geographic location. Lead firms and participant firms are included in the search, and incorporates all company open matters, as well as matters that were closed or updated within the most recent 3 years (36 rolling months).
This procedure searches your existing Tracker matters, so it is for firms you have previously worked with. You might use this feature, for example, if you are looking for a firm that has previously handled a specific type of matter for you. If you are looking for potential new firms, you can search on profile information using the Tracker Worldwide directory, explained below.
note
Advanced search returns results that match all the criteria you specify. For example, if you select Bankruptcy as substantive law and Texas, Unites States as the matter location, the results will include firms assigned to matters where substantive law is bankruptcy and matter location is Texas, Unites States.
  1. On the Search Firms screen, select
    Advanced search
    .
  2. With the
    Our Firms
     box selected, check the
    Matters
    option.
  3. Use the remaining fields to specify your search criteria. Click
    Select
    next to an option and select the option from the list that opens. You can search by
    Substantive law
    ,
    Matter type
    ,
    Practice Group
    , or
    Location
    .
    If you select
    Practice Group,
     the search returns a list of the firms that are the lead firm or participant in matter for the practice group you select, or matters closed or updated within the last three years.
  4. If necessary, select additional options to further specify a firm classification (Preferred or Standard), or a type of service provider. The default vendor type is law firm.
  5. Select
    Search
    . The list of results matching your criteria will be displayed in the
    Firm Search Results
    collapsible section.
Advanced Firm Search on Profile Information
Searching on profile information lets you search the firms you've already used, but also expands the search options to include the Worldwide Directory.You can select either option or both.
note
Your search will return firms that match all the specified criteria. For example, if you select Contracts/Commercial Law as the practice area and Texas, US as the location, the search will return all firms attached to the company database or from the directory that have locations or offices with Contracts/Commercial Law as their practice area and whose offices are located in Texas.
  1. On the Search Firms screen, select
    Advanced search
    .
  2. Select the
    Firm metadata
     button.
  3. Use the remaining fields to specify your search criteria. The criteria are optional, but the more information you provide the more specific your search results will be.
    Field
    Description
    Practice Area
    Use this dropdown to limit your search to firms in a specific practice area.
    Location
    If you are looking for firms in a specific geographic area, click the
    Select
    button and select the country in the list. If the law firm is in the United States, you can further limit your search by state. Use the dropdown that appears to specify the state.
    Office Name
    If you know the name of a specific office, enter the information in the
    Office Name
     field.
    Firm Classification
    Use the
    Firm Classification
     dropdown if you want to further filter your search by firm classification (Standard or Preferred).
    Type of Service Provider
    Use the
    Type of Service Provider
     dropdown if you want to further filter your search by law firm or service provider.
  4. Select
    Search
    . The list of results matching your criteria are displayed in the
    Firm Search Results
    collapsible section.

This article applies to:

  • PRODUCT: Legal Tracker
  • Audiences: Company