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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

2020 Legal Tracker Boot Camp schedule

  • March 25-27, Austin, TX
  • April 15-17, New York, NY
  • May 13-15, San Francisco, CA
  • June 10-12, Boston, MA
  • July 15-17, Chicago, IL
  • August 19-21, Seattle, WA
  • September 16-18, Eagan, MN
  • October 14-16, Atlanta, GA

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, 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

    12:00 – 12:45 PM – Lunch

    12:45 – 2:00 PM

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

    2:00 – 2:15 PM – Break

    2:15 – 3:30 PM

    System setup: essential pt. 2
    Review financial setup items: invoice approval routes, invoice approval process, invoice auditing options

    3:30 – 4:00 PM

    System setup: non-essential
    Review non-essential setup items: Miscellaneous Matter options, miscellaneous financial options, HelpSite, custom email templates

  2. 2

    9:00-10:30 AM

    System setup: essential pt. 3
    Review financial setup items: AP routes, batch management, reverse feed, accounting codes

    10:30-10:45 AM – Break

    10:45 – 12:00 PM

    Financial items: Budgets, accruals
    Overview and best practices discussion: budgets (law firm, company), reforecasting, accrual functionality

    12:00 – 12:45 PM – Lunch

    12:45 – 1:45 PM - TKRR

    Review Timekeeper Rate Review
    Enabling, updating rates, quick reports

    1:45 – 3:00 PM

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

    3:00 – 4:00 PM

    Questions

  3. 3

    9:00-10:30 AM

    Reporting practice
    Practice reports: practice building basic and advanced reports

    10:30-10:45 AM – Break

    10:45 – 11:45 AM

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

    11:45 – 12:30 PM

    Overflow/Wrap-Up
    Conclusion: questions, optimization and internal policy discussions, next steps