You can link Intake iSheets in HighQ to the matter data pulled from Legal Tracker and then work on that joined data in HighQ, so that both HighQ and Legal Tracker are updated with information generated and managed in HighQ.
As of February 2023, you can link sites to matters in Legal Tracker; a view is automatically created for each matter in the Matter management iSheet. This view contains the fields from Legal Tracker that are specific to that matter.
If a site is linked to one or more matters, then the site provides navigation links so the matter can be opened for quick reference or revisions.
Please ensure Legal Tracker integration and Legal Tracker near real-time sync are enabled.
Preparing Legal Tracker iSheets
If you have not set up the Legal Tracker Matter intake and Matter management iSheets, please check the Legal Tracker integration is enabled.
Example: Map Legal Tracker fields to iSheet columns:
Example: Columns in the Legal Tracker Matter management iSheet:
Joining the Matter intake and Matter management iSheets
You can join the Matter intake iSheet with the Matter management iSheet for improved management:
Click Add / Edit under Columns for the Matter management iSheet.
Add a Join column that links to the Matter intake iSheet.
For example, use Matter ID as the Column name, Matter intake as the Link name, select Legal Traker - Matter intake in the List of sheet drop-down. Use the Default display view and no Join conditions are required.
Associating matters with a site
For enhanced management and navigation, you can link Legal Tracker matters and HighQ sites.
You can link many matters to a single site, or many sites to a single matter.
Open the site Admin module, then select General under Site settings.
Scroll down and select Connect to a matter:
The Connect to a matter in Legal Tracker window shows all available matters.
You may need to log in to Legal Tracker to access the list of matters; you only see matters if you have appropriate permissions in Legal Tracker.
Select the matters to associate with the current site, then click Save.
Associated matters are added to the Matter no field:
Click Save to apply your changes.
When you save, if this is the first matter, the Legal Tracker view is created with the required columns. When further matters are linked, columns for the new matter are added to the existing Legal Tracker view.
Viewing associated matters in the Matter management iSheet
Open the iSheets module and, if necessary, open the Legal Tracker - Matter management iSheet.
Click the name of the view to only see columns from that view.:
Opening the Legal Tracker matter from HighQ
You can open the matter directly in Legal Tracker from the iSheet module.
Click the More actions icon for the view associated with the matter, then select Navigate to Matter.
A browser window opens the matter in Legal Tracker.
If necessary, log in to Legal Tracker to see the Matter information, such as specific invoices:
Site management and matter tags
Sites are listed in the Manage sites window. Click the site name, then select Manage sites.
The Manage sites window lists all sites on your instance (where you have sufficient permissions):
Linked Legal Tracker matters are visible as tags under the name of each site. Click a tag to filter for sites linked to that matter.
Only sites with the selected tag are shown in the Manage sites list until the filter is removed.
Navigate to Legal Tracker
You can open a matter directly in Legal Tracker from the Manage sites list.
Click the More actions icon for the site associated with the matter, then select the linked matter:
Adding further joins
If your site contains further related documents or files, you can use Join columns to create additional joins to an iSheet with attachment columns and links to folders that contain related files.
Tip - use the unique Matter ID to join iSheets.
