Tracker Boot Camp 2017

Thomson Reuters Legal Tracker
Tracker Boot Camp 2017

If you are new to Tracker, missed implementation, or need a refresher, this two and a half day Boot Camp is for you. Class is limited to 12 seats, is interactive, conversation-driven and designed for any corporate law department administrator or Tracker Coordinator that may have missed Tracker Implementation.

Key information

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 during three days 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.

Logistics

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
2017 Schedule Locations Registration Begins
February 15 - 17 Culver City, CA Register Today!
March 22 - 24 Austin, TX Register Today!
April 19 - 21 Atlanta, GA January 2017
May 17 - 19 Boston, MA February 2017
July 12 - 14 Chicago, IL April 2017
August 16 - 18 Seattle, WA May 2017
September 13 - 15 Philadelphia, PA June 2017
October 18 - 20 Albuquerque, NM July 2017
November 8 - 10 San Francisco, CA August 2017

If you have questions regarding the Tracker Boot camp program, please click here.

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
Open QuoteThis is a great class for new Tracker users as well as current users to refresh the functionality of the system. During rollout there is so much to comprehend . . . this workshop includes hands-on practice, peer review, and best practices to accelerate Tracker results immediately. Close Quote