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Firm Engagement Letter

The firm engagement letter is maintained in the firm profile. To access the firm profile and view the engagement letter:
  1. Click
    Firm
     then
    Firm
     again in the left navigation.
  2. In the
    Information About Firm
     collapsible section, click the file name shown in the
    Engagement Letter
     field. If no engagement letter is attached in Tracker, the field shows two hyphens (--).

Who can Upload or Modify the Engagement Letter

Only Company System Administrators or Company Office Administrators can upload and modify the engagement letter. If you have questions, contact your company's Tracker Coordinator. Your company's Tracker Coordinator is in the footer of each Tracker page.

This article applies to:

  • Product: Legal Tracker
  • Audiences: Firm