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Firm setup

Designate Your Firm's Main Office

Some firms designate an office as their main office (or head office). If your firm has a main office, complete the following to designate it in your firm's profile:
  1. Click
    Users > Firm
     in the left navigation.
  2. Click
    Edit firm profile
    .
  3. Under
    FIRM INFORMATION
    , select the main office from the
    Main Office
     drop-down list.
    note
    If the office you want to select is not displayed in the Main Office drop-down list, you will need to create the office.
  4. Click
    Save & close
     in the toolbar.
The main office does not apply to any specific client. Your firm profile information (including your firm's main office selection) may be viewed and accessed by multiple clients on Tracker. Consequently, the main office is not the primary office for any particular client. You should select a main office only if your firm has internally designated a main office.

This article applies to:

  • PRODUCT: Legal Tracker
  • Audiences: Firm