How does WorkTRAKR know about our Timekeepers, Contacts And Cases/Matters?
If your firm uses a legal practice management software supported by WorkTRAKR, this step is performed automatically by WorkTRAKR at set up and is updated daily (or more frequently if performed by an administrator). For any user, however, you can reasonably quickly manage the set up of a data file used by WorkTRAKR. It is really pretty simple: You input them into WorkTRAKR. Using the online portal you can either enter them manually, import a .csv file extracted from your case/matter management system or, if you use software from one of our legal software partners, specify that your information be automatically extracted and updated in WorkTRAKR without requiring any manual intervention at all. Once WorkTRAKR has this information, it watches how you assign codes to calls and remembers. Very soon, it understands your business and makes helpful suggestions that are most often correct. Of course, most users will never have to worry about any of this. You can set up as many free system admin
