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Legal Tracker
Boot Camp

Spend 2-1/2 days learning how to get the most out of Legal Tracker

What is Legal Tracker Boot Camp?

Legal Tracker Boot Camp is an intensive 2-1/2 day training course designed to give your company’s Tracker Coordinators a solid understanding of Legal Tracker and its capabilities.

  • Instruction from Legal Tracker professional services consultants
  • Hands-on experience with both a demonstration database and your own company database

Legal Tracker Boot Camps are available in multiple locations in the U.S. throughout the year. Class sizes are limited to ensure extraordinary attention from your instructor. The cost of the class is $2,200 per person.

You’ll learn how to:

  • Set up the Legal Tracker system
  • Use Report Builder to build custom reports
  • Create and manage budgets and accruals
  • Optimize your Legal Tracker database
  • Collaborate with outside counsel, manage expectations, and impact timekeeper rates

2019 Legal Tracker Boot Camp schedule

  • March 20-22, Orlando, FL
  • April 24-26, Denver, CO
  • June 5-7, Boston, MA 
  • June 26-28, San Francisco, CA
  • July 17-19, Chicago, IL
  • August 21-23, Seattle, WA
  • September 18-20, New York, NY
  • October 16-18, Nashville, TN
  • November 13-15, Las Vegas, NV

Agenda

  1. 1

    9:00-9:30 AM

    Introductions
    Introductions and Boot Camp overview

    9:30 – 10:30 AM

    Users and firms
    Review basics of users and firms: company and firm profiles, system roles, matter roles, special matter access, dashboard access, user preferences

    10:30-10:45 AM – Break

    10:45 – 12:00 PM

    Legal Tracker basics
    Revisit basic matter functionality: matter creation, management, and closure; bulk updating, matter upload budgets (law firm, company), reforecasting, accrual functionality, task code alerts, calendar of events

    12:00 – 12:45 PM – Lunch

    12:45 – 1:45 PM 

    System setup: essential pt. 1
    Review critical setup items: organizational units, practice groups, matter type templates, all matter fields, custom fields, custom email templates

    1:45 – 3:15 PM

    System setup: non-essential
    Review non-essential setup items: miscellaneous matter options, miscellaneous financial options, substantive law, SOP, date/event types, document folders, other setup options

    3:15 – 4:00 PM

    Questions

  2. 2

    9:00-10:30 AM

    System setup: essential pt. 2
    Review financial setup items: Invoice approval routes/process, AP routes, batch management, reverse feed, accounting codes, timekeeper rate review

    10:30-10:45 AM – Break

    10:45 – 12:00 PM

    Financial items: Budgets and accruals
    Overview and best practices discussion: budgets (law firm, company), reforecasting, accrual functionality, task code alerts, calendar of events

    12:00 – 12:45 PM – Lunch

    12:45 – 1:45 PM

    New functionality
    Review latest additions/updates: user specific dashboards, invoice auditing, what’s new in tracker help, analytics

    1:45 – 2:45 PM

    Law firm perspective
    Review law firm side of Legal Tracker: users/firm profiles, invoicing, incomplete tasks (budgets, accruals, status reports, matter requirements), onepass

    2:45 – 3:45 PM

    Questions

  3. 3

    9:00-10:30 AM

    Reporting 101
    Reporting basics: report types, adding fields and filters, display options, saving, sharing, exporting, report scheduler

    10:30-10:45 AM – Break

    10:45 – 11:45 PM

    Advanced reports
    Advanced reporting: advanced filters, high level reports, boot camp reports

    11:45 – 12:30 PM

    Audit flag report card analysis
    Review AFRC: uncaptured savings from expense codes, ledes utilization, top audited firms, potential savings from timekeepers

    12:30-2:00 PM

    Miscellaneous
    Overflow, questions, and wrap-up: company or report specific questions, optimization and internal policy discussions