Tracker Boot Camp is designed to ensure that you are aware of and have a fundamental understanding of every aspect of Tracker and its capabilities. The agenda offers a balanced combination of instruction from Legal Tracker Professional Services consultants, hands-on work within a demonstration database and your own company database, and sufficient time to answer individual questions.
Topics addressed include:
- Review system setup in its entirety
- Report Builder instruction and workshop
- Budgets and accruals
- Tips for optimizing your Tracker database
- How to enhance collaboration with outside counsel, manage expectations, and positively impact timekeeper rates
Is Tracker Boot Camp right for me?
Sessions are designed for new Tracker Coordinators, Tracker Coordinators who need refresher training, and Backup Tracker Coordinators tasked with getting up to speed on Tracker functionality.
Join the Legal Tracker Team and a small group of your Tracker peers to review your current Tracker use, share common Tracker experiences, and increase your Tracker know-how. Class sizes are limited to ensure extraordinary attention from your instructor. The cost of the group class is $2,200 per person.
2017 Boot Camp Schedule
Tracker Boot Camp agenda
|Session Name||Discussion Details||Schedule|
|Introductions||Introductions and Boot Camp overview||Day 1|
|Users & Firms||Review basics of Users and Firms: Company and Firm Profiles, System Roles, Matter Roles, Special Matter Access, Dashboard Access, User Preferences||Day 1|
|Tracker Basics||Revisit Basic Matter Functionality: Matter Creation, management, and closure; Bulk Updating, Matter Upload||Day 1|
|System Setup: Essential pt. 1||Review Critical Setup items: Organizational Units, Practice Groups, Matter Type Templates, All Matter Fields, Custom Fields, Custom Email Templates||Day 1|
|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||Day 1|
|System Setup: Essential pt. 2||Review Financial Setup items: Invoice Approval Routes/Process, AP Routes, Batch Management, Reverse Feed, Accounting Codes, Timekeeper Rate Review||Day 2|
|Financial Items: Budgets, Accruals||Overview and Best Practices Discussion: Budgets (Law Firm, Company), Reforecasting, Accrual Functionality, Task Code Alerts, Calendar of Events||Day 2|
|New Functionality||Review Latest Additions/Updates: User Specific Dashboards, Invoice Auditing, What’s New in Tracker Help, Analytics||Day 2|
|Law Firm Perspective||Review Law Firm Side of Tracker: Users/Firm Profiles, Invoicing, Incomplete Tasks (Budgets, Accruals, Status Reports, Matter Requirements), OnePass||Day 2|
|Reporting 101||Reporting Basics: Report Types, Adding Fields and Filters, Display Options, Saving, Sharing, Exporting, Report Scheduler||Day 3|
|Advanced Reports||Advanced Reporting: Advanced Filters, High Level Reports, Boot Camp Reports||Day 3|
|Audit Flag Report Card Analysis||Review AFRC: Uncaptured Savings from Expense Codes, LEDES Utilization, Top Audited Firms, Potential Savings from Timekeepers||Day 3|
|Miscellaneous||Overflow/Questions/Wrap-Up: Company or Report Specific Questions, Optimization and Internal Policy Discussions||Day 3|