New Serengeti Tracker Updates Benefit Clients with Added Convenience and Reduced Complexity

Functionality Release Updates Enhance Day-to-day User Activities

March 17, 2016

Serengeti Law, part of Thomson Reuters Legal and provider of Serengeti Tracker™—the legal profession’s most widely used and highest rated e-billing and matter management platform—today launched several improvements to enhance the overall ease-of-use of its Web-based Tracker solution.

“As the top solution for e-billing, matter management, and performance analytics, it is critical that we continue to build on the functionality of Serengeti Track to meet the daily requirements of its end users,” said Dan Bodnar, director of Product Management at Serengeti. “The newest enhancements of Tracker make it easier for clients to execute on the activities that keep their business moving forward so they can improve their overall productivity from a convenient-to-use solution.”

Designed to reduce complexity and improve approval workflows, the Tracker financial review page has been split into two separate pages for budget review and accrual review. The two new pages will each display all relevant budgeting and accrual information at a glance, so users can quickly provide their edits or approval without having to navigate several pages.

Enhancements to the invoice auditing process allow clients to make new calculation configurations with options that include the ability to incorporate the entire phase of the budget or opt to receive a percentage-to-budget warning. Users also gain the ability to exclude taxes from all budget audit alerts, set auto-reject capabilities for task code alerts audits, and enforce audit ordering for all budget audits.

Tracker also now integrates even more seamlessly with Microsoft® Outlook®, offering users the ability to open matters, as well as view and mark matter details without leaving the application’s reading pane. Drag-and-drop capabilities enable users to easily transfer or copy files from their desktops, the network drive, and other locations to the Tracker for Outlook add-in.

Additional enhancements include revised timekeeper classification and improved bill to entity (BTE) validation. Tracker clients can enable or disable current classifications or any of the 51 new LEDES 1998B/BI classifications used in invoices, timekeeper rate sheets, and reports based on their clients’ needs. The solution can also be configured so BTE validation can include any or all of the BTE elements.

Serengeti Tracker is ranked the #1 and most widely used system for matter management, e-billing, and performance analytics among both corporations and law firms. The Web-based software is used to manage matters, invoices, budgets, status reports, and documents from outside counsel firms, which includes 100 percent of both the AmLaw 200 and Global 100. Serengeti Tracker holds the largest collection of e-billing, matter management and live-rate analytics information, with detailed data on attorney performance that includes costs, staffing, duration, predictive accuracy and evaluations by clients.

For additional information about the latest features and functionality of Tracker, visit: LegalTracker.com.


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