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Task and Activity Codes

Task Code Alerts

Tracker provides your firm and your client company with the ability to analyze billing by task codes, phases, and code sets by using task code alerts. Task code alerts are pre-defined actions that occur when spending for a set of task codes approaches a defined threshold. Task code alerts provide the ability to automatically reduce or reject invoices based on negotiated costs, and help automate enforcement of task code-based billing arrangements.
For each matter, the company matter creator or matter administrator can choose the code sets that Tracker should monitor. Every approved invoice from your firm is analyzed, and the billed amounts are shown at the task code, phase, and code set level. Additionally, the matter creator or company or law firm matter administrator can set spending limits at each level, and Tracker shows running totals of previous spending as they compare to those limits.
Required role | Only the matter administrator can set spending limits for task code alerts.
You can view any task code alerts on the matter's
Budget
or
Budget/Fees
 tab in the
Task Code Alerts
collapsible section.
note
Spending limits are set for the life of the matter, and are not associated with annual budgets.
Setting up task code alerts in a matter
  1. Click
    Matters > Matters List
     in the left navigation.
  2. Click the relevant matter.
  3. Click
    Budget
     then scroll to the
    Task Code Alerts
     section.
  4. Click the three small dots icon on the toolbar then select
    Edit
     to edit the current alerts.
    note
    A budget is not a prerequisite for setting task code spending limits. However, if a budget is set, the amount budgeted for fees is shown in the
    Task Code Alerts
     section for the selected law firm.
  5. In the
    Explanation/Comments about Modifications
     box, type a description, comments or instructions about the task code spending limits you are entering.
  6. Enter the spending limit for each task code set, phase or individual task code.
    note
    You can enter spending limits at any level or leave some blank. If you enter an amount at a higher level (such as a phase), you cannot exceed that limit at the lower levels.
  7. Click
    Save & close
     in the toolbar.
Review spending limits
  1. Click
    Matters > Matters List
     in the left navigation.
  2. Click the relevant matter.
  3. Click
    Budget
     then scroll to the
    Task Code Alerts
     section.
  4. Click the three small dots icon on the toolbar then select
    Edit
     to edit the current alerts.
    note
    A budget is not a prerequisite for setting task code spending limits. However, if a budget is set, the amount budgeted for fees is shown in the
    Task Code Alerts
     section for the selected law firm.
  5. In the
    Explanation/Comments about Modifications
     box, type a description, comments or instructions about the task code spending limits you are entering.
  6. Enter the spending limit for each task code set, phase or individual task code.
    note
    You can enter spending limits at any level or leave some blank. If you enter an amount at a higher level (such as a phase), you cannot exceed that limit at the lower levels.
  7. Click
    Save & close
     in the toolbar.

This article applies to:

  • PRODUCT: Legal Tracker
  • Audiences: Firm