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Over in-house counsel,
internal clients, firm attorneys, and other vendors use Tracker's matter
management system to collaborate on legal projects worldwide. Tracker
replaces the paper, emails, and databases that most departments use to
manage legal work with organized data that is searchable,
reportable,
and always up-to-date.
The result is unparalleled control to standardize matter intake, manage
access, review progress, and audit changes.
Templates tailored to your industry-specific work
Go beyond standard matter types and track specialized work
Matter templates can be customized to manage any type of work that your
legal department is handling. Most companies go beyond tracking just litigation, transactions, and IP, and create customized templates for
specialized matter types and industry-specific work (e.g. Advice &
Counsel, Subpoenas, Potential Disputes, etc.).
Customize matter template fields and their attributes
For each template Tracker allows administrators to turn on/off default
fields, define custom fields, and determine which fields will be
optional or required. They can also select who will be responsible for the data (company or
firm), and when fields will become required (e.g. 90 days after matter
creation).
Design and enforce custom workflows
In addition to organizing your legal project data, Tracker helps you
design and enforce workflows at your department. For example, an intake
specialist could initiate a matter and then assign additional
information to the lead
in-house attorney or outside counsel on the case. Budgets, status
reports, and other tasks can then be required on all matters of that
type or on a case-by-case basis.
alerts to keep you apprised of significant developments
Review a personalized dashboard with notices of key developments
The opening Dashboard view presents each users action items. A matter automatically appears on the Dashboard if: (1)
there is a material change in status; (2) an electronic invoice is awaiting your approval; (3) a
budget needs approval; or (4) there is a document requiring review. Clicking on
the Dashboard alert links you straight to the necessary background
information to take action. Optional e-mail alerts are also available.
Receive alerts for specialized tasks
In addition to the standard dashboard alerts there are special
notifications for law firm requirements, accounting code review, Service
of Process (S.O.P.)
intake, and departmental budgets/reforecasts.
Additional matter information organized into file tabs
Once a matter is created, related information is organized into
intuitive file tabs for quick access by the entire project team.
Additional matter
information may include background data,
predictions of outcome,
status reports,
dates and events,
tasks, diary entries, notes to file,
bills,
budgets, documents,
Contract Mgmt,
attorney evaluations, and participants. Because Tracker is web-based, the data can
be inputted and maintained by in-house staff, outside counsel, business managers, or legal vendors
and is available immediately to all users who have been granted access.
Using invoicing to ensure data is timely and complete
Another major advantage of selecting a system that integrates electronic
invoicing with all of the other tools necessary to manage legal work is
the ability to tie data entry to bill submission and approval. For
example, if a law department requires a law firm to provide matter
information, a status report and a budget on a matter, then Tracker will
not allow them to invoice on that matter until all requirements have
been met. Likewise, if a company user needs to complete matter
information or review a pending budget, then the system will not allow
them to approve invoices on that matter until the requirements have been
met.
This unique solution to the problem of gathering timely and complete
data is only possible because of Tracker's integrated e-billing and
matter management platform and direct law firm connection.
CUSTOMER COMMENT
"Serengeti has been great for our smaller law department.
Although we have only a few in-house lawyers, Serengeti offers
us the capability to efficiently audit invoices from all of our
firms, manage budgets and documents, and track key information
online. We can also quickly generate the management report that
we need. Small law departments get the same system and service
as the largest companies on Serengeti. This is an excellent
choice for a department of our size."
Larry Gang
Assistant General Counsel and Managing Attorney
Vail Resorts, Inc |
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QUICK FACTS
Specialized Features
Customizable Matter
Templates & Field Help
Assign Firm or In-house
User to Complete Fields
Delay Require Fields by
Any Number of Days
Set Requirement & Prevent
Billing Until Completed
Get Dashboard and Email
Alerts of Developments
"Clone" Existing Matters Matter Types
Internal
External
Financial Only Information Received
Directly from Law Firms
Matter Profile Info
Invoices
Budgets
Exposure & Predictions
Notes
Status reports
Deadlines/Tasks
Documents Information Supplied
by Law
Department
Matter Background Info
Notes
Dates/Tasks
Diary Entries
Contracts
Matter Resolution Info
Outside Counsel Evaluations
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