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Adding Matter Participants

Email Notice to New Matter Participants

When you add a new participant to a matter, an email invitation is automatically and immediately sent to the user. The new user message varies slightly depending on the matter role assigned to the user.
The following two sections include samples of the email notice that is sent when a participant is added to a matter. The first shows a sample email for a matter participant with a matter role of Matter Administrator, Matter Editor or Matter Reader. The second shows a sample email for a user who was granted Billing Only access to a matter. The difference between the two emails is that the email sent to the user with a matter role of Matter Administrator, Matter Editor or Matter Reader has a clickable link for accessing the matter. The email sent to the user with Billing Only access to the matter does not have a clickable link. This is because the user does not actually have access to the matter details. The user, however, can post invoices to the matter by clicking Billing in the left navigation.
Sample message to matter administrators, matter editors, or matter readers
note
The firm's Client Responsible Users such as the Primary Billing Contacts and Additional "All Matter Access" Users can also receive an email each time a new matter is created. This setting is made on the firm profile page.
TO: Jane Lawyer
FROM: Tom Casemanager
DATE: 05/24/2013
SUBJECT: Acme Inc: Access granted to BEA Agreement matter on Tracker
Tom Casemanager of Acme, Inc. has granted you access to the following matter in Tracker:
Matter Name: BEA Agreement
Matter ID: 200500032
You may use the following link to access the matter:
https://tracker.serengetilaw.com/ObjectType=Matter
This matter will be added to your list of open matters on Tracker. To access the matter, sign in to your Tracker account. If you have any problems, please reply to this email and provide a description.
INFORMATION FOR FIRST TIME USERS: If you have not received your User ID and password, reply to this email and ask that your User ID and password be resent to you.
******************************************************************
This electronic mail transmission contains confidential information and is intended only for the person named. Any use, copying or disclosure by another person is strictly prohibited. If you have received this transmission in error, please notify the sender via return e-mail.
******************************************************************
Sample message to users with billing-only access
note
The firm's Client Responsible Users such as the Primary Billing Contacts and Additional "All Matter Access" Users can also receive an email each time a new matter is created. This setting is made on the firm profile page.
TO: Jane Lawyer
FROM: Tom Casemanager
DATE: 05/24/2013
SUBJECT: Acme Inc: Access granted to BEA Agreement matter on Tracker
Tom Casemanager of Acme, Inc. has granted you "billing only" access to the following matter on Tracker:
Matter Name: BEA Agreement
Matter ID: 200500032
You can now post invoices to this matter. To view a list of the matters that are available for invoicing in Tracker do the following:
(1) Sign in to Tracker
(2) Click the "Invoices" button
(3) Click the "Post Invoices" tab
NOTE: This matter will NOT show in your list of matters under the "Matters" button. If you have any problems, please reply to this email and provide a description.
INFORMATION FOR FIRST TIME USERS: If you have not received your User ID and password, reply to this email and ask that your User ID and password be resent to you.
******************************************************************
This electronic mail transmission contains confidential information and is intended only for the person named. Any use, copying or disclosure by another person is strictly prohibited. If you have received this transmission in error, please notify the sender via return e-mail.
******************************************************************

This article applies to:

  • PRODUCT: Legal Tracker
  • Subject: Matter
  • Audiences: Firm

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