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Firm setup

View or Edit Your Firm's Offices

To view your firm's existing offices:
  1. Click
    Firms > Office list
     in the left navigation. The list of your firm's offices that were already created display.
  2. Click the name of the office to view the office profile information.
  1. Click
    Firms > Office list
     in the left navigation. The list of your firm's offices that were already created display.
  2. Click the name of the office you want to edit.
  3. Click
    Edit office profile
     in the toolbar.
  4. Edit the office profile information as necessary.
  5. Click
    Save & close
     in the toolbar.

What To Do If a Duplicate Office Was Created

Occasionally, a Company System Administrator or a Firm Administrator may create a firm office that was already created. For example, there is an office for Washington, D.C. and a second office for Washington DC. It is important to consolidate duplicate offices. However, neither Company System Administrators nor Firm Administrators can consolidate offices. Only a Tracker Administrator can consolidate firm offices. If you are aware of a duplicate firm office, click here to submit a support request to Tracker.

This article applies to:

  • Product: Legal Tracker
  • Audiences: Firm