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Action items

Action items

Action items in Tracker let you know about things that may require your review or action and helps you quickly access tasks that require your attention. The Action items page is the default home page for most Tracker users. The options available to you are determined by your company's system settings, your system role and your preference settings. After you complete a required action, it is removed from the Action Items list.
Action items in Legal Tracker
Action item
Description
Unbilled amounts
If your client turned on the Accruals module, unbilled amounts are due either monthly, quarterly, or at the end of the client's fiscal year. Unbilled amounts due alerts are shown for any user with a system role of Firm Administrator or Firm User + Billing.
Document reviews
If you're an editor or administrator on a matter and any matter participant posts a document with a request for review, an alert appears in your Action items.
note
Document request for review alerts can't be sent to individual matter participants, they are always sent to all matter editors and administrators.
Jobs
If you initiate a matter bulk update or invoice update, you can continue to work while the job runs in the background. This alert shows a summary of the completed jobs started within the last 120 days. You can select this link to open the jobs Notifications page.
Profile incomplete
If you're a Matter Editor or Matter Administrator, you'll see this alert.
  • When a new matter is assigned, the lead attorney and their delegates receive an alert and an email notification. Due in the
    Profile Incomplete
     column indicates the matter profile needs to be completed. Select a hyperlink to open the matter ot the Profile tab.
  • This alert remains in the Action Items list until the matter profile is completed. Invoices posted by your firm will receive a status of
    Delivery on Hold
     if the matter profile is incomplete, and invoices will not post to your client's database until the task is complete.
Pending budget
If you're a Matter Editor or Matter Administrator, you'll see this alert.
If a budget is required for a matter, the
Pending Budget
 column shows the number of days the budget is overdue. Select a hyperlink to open the matter to the
Budget
 tab.
If the budget type is Monthly, you receive a new alert before each fiscal year for which you have not yet completed a budget. Invoices posted by your firm receive a status of Delivery on Hold if a budget has not been submitted yet, and invoices will not post to your client's database until the task is complete.
An alert also appears in this column if the company has modified the budget and a review is required. On the
Budget
 tab, you must acknowledge the changes to the budget.
Status due
If you're a Matter Editor or Matter Administrator, you'll see this alert.
If a monthly status report is required, an alert appears here showing the number of days overdue. Select a hyperlink to open the matter to the
Status
 tab.
Invoices posted by your firm will receive a status of
Delivery on Hold
 if a status report is due and has not yet been submitted, and invoices will not post to your client's database until the task is complete.
Invoice alert
If you're a Matter Editor or Matter Administrator, you'll see this alert.
This field indicates that your client has rejected or reduced an invoice that was posted to the matter.
Document unreviewed
If you're a Matter Editor or Matter Administrator, you'll see this alert.
If any matter participant posts a document with a request for review, you'll receive an alert.
Document request for review alerts can't be sent to individual matter participants. They are always sent to all Matter Editors and Matter Administrators.

Who received alerts?

  • Any user who has been expressly added to a matter as a matter participant with a matter role of matter administrator or matter editor (this automatically includes lead company persons or lead outside counsel).
  • Any user who has access to the matter because the user is a delegate of a matter participant who is a matter administrator or matter editor.

Who doesn't receive alerts?

  • Any user who has access to the matter solely because they have a system role of "company system administrator" (These users can view all company matters but don't receive Action Items alert solely because of their system role.).
  • Any user who has access to the matter solely because of special matter access privileges (i.e. they have been set up to have access to all matters within a given organizational unit or practice group).
    note
    Tracker does not show action items alerts for these users because their action items show alerts for all matters. It would be almost impossible to distinguish alerts that truly are the responsibility of the user from alerts for matters in which the user is not responsible but has access.
When an alert doesn't appear on your action items
There are two primary reasons for alerts to not appear on your Action Items:
  1. You have already viewed/addressed the alerts. Once you view a Document Request for Review or Status Report Material Change alert the system automatically clears that icon from your Action Items. No action needs to be taken for these alerts to be removed. The Matter Profile Incomplete, Pending Budget, and Status Report Due alerts are automatically removed from your Action Items once the action is complete.
  2. You may not be directly invited to the matter that is generating the alert. As explained above, the second reason an alert may not appear on your Action Items is that only direct participants on a matter receive Action Items alerts relating to that matter.

This article applies to:

  • PRODUCT: Legal Tracker
  • Subject: Billing,Invoices
  • Audiences: Company