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Setting Up Pre-configured Task Code Alerts

Enabling Task Code Alerts in a Matter

Task code alerts are pre-defined actions that occur when spending for a set of task codes approaches a defined threshold. Task code alerts provide the ability to automatically reduce or reject invoices based on negotiated costs, and help automate enforcement of task code-based billing arrangements. Task code alerts can be enabled in individual matters, or in the matter type template. This topic explains how to set up task alerts for a specific matter.
Required role | The Tracker Coordinator, company system administrator, matter creator, or company matter administrator can specify which task code sets to monitor for a matter.
To enable task code alerts in a matter:
  1. Click
    Matters > Matter List
     in the left navigation.
  2. Select the hyperlinked name of the matter you want to work with. You can use the dropdown to filter the list of matters you want to work with, such as your favorite matters, or recent matters.
  3. On the top toolbar, select
    Edit options
    .
  4. Next to
    Are task code alerts required?
    , select an option.
  5. In the
    Task and Expense Code - Task Code Alerts and Invoice Requirements
     section, select the check boxes for the task code sets that you want to audit. When you select a task code set to be audited, the corresponding set is also selected in the
    Task codes required
     section. You can clear this selection if you don't want to implement task code alerts yet, but if you never require this task code set, it cannot be audited.
  6. On the top toolbar click
    Save & close
    .
    note
    You can also use Bulk Update to require task codes and to enable task code alerts in multiple matters.

This article applies to:

  • Product: Legal Tracker
  • Audiences: Company

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