serengeti tracker release update september 12, 2013

Serengeti Tracker Release Update September 12, 2013

Agenda

• Report Scheduler

• Invoice Approval Route Enhancements

• Matter Upload Enhancements

• Task Code Alerts

• Matter Upload & Reporting API

• Updated Help Site

• What’s New: Smaller Features

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Report Scheduler

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• Option is enabled to view by your Serengeti CRM

• Options configured by TC or CoSysAdmin

Report Scheduler

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• My Reports section only• Available to TC and CoSysAdmin• Two additional items shown

Report Scheduler

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• Internal, external addressing

• Links to Tracker directory• Custom subject line• Custom body of text

Report Scheduler

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Report Scheduler

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Report Scheduler• Phase 1 email; available now

• Phase 2 SFTP services added to Phase 1; soon

• Ask your CRM to activate Report Scheduler services!

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Agenda








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Invoice Approval Route Enhancements

New & improved view in Invoice Approval Routes


New & improved view in an Invoice Approval Route Setup


• Can now have up 10 levels of invoice review

• Lead Company Person (LCP) no longer has to stay as Level 1 Ability to drag and drop LCP to another level

• Can still add BGR & ACR review levels

• Backups can still be added for various levels, except for LCP

• Can reorder existing 1-10 levels

• By default, only the LCP is still required on a route

Invoice Approval Route Enhancements• New “Backup” terminology

= “Alternate” in today’s (pre-8/17/13) world

• New “Add” button (for a new level) = the “Include” button today (pre-8/17/13)


Additional levels in the report builder incorporated

Invoice Approval Route Enhancements• Removed “Invoice Auto Approved if Less than” (intuitive by

looking at threshold for lowest level reviewer)

• Cleaned up label for “Send Reduced…” emails (includes “rejected” emails)

• Improved functionality for resetting of invoices when certain changes are made:


LCP vs. Level 1 Reviewer (for Inc. Tasks and for Bypassing of Thresholds)

Level 1 Approver:

• LEDES invoice contains audits such as new timekeeper, timekeeper rate change or an expense guideline violation

• Invoice contains a budget audit flag

Lead Company Person:

• Matter profile is incomplete

• Invoice contains incomplete accounting codes and route does not include ACR

• The office vendor numbers are missing and route does not include an ACR (if the office vendor numbers are required by client’s AP department)

• An Outside Counsel Evaluation must be completed during the invoice approval

Agenda








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Matter Upload: Overview

Matter Upload allows Tracker Matters to be created by uploading a text file.

Matter Upload: Matter Role Assignment

Matter Upload: Actions

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Matter Upload: Audit History

Agenda








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Task Code Alerts: Allocations, Exclusions, Audits, & ReportsTask Code Alerts Introduction

• Company Setup

• LEDES invoices required

• UTMBS Codes

(Uniform Task Based Management System)

http://utbms.com

Task Code Alerts enables: Allocations & Exclusions, Tracking, Audits & Adjustments, Reporting

• Comparison to Budgeting

Very Similar, except no calendar concept

TCA can be used with or without Budgeting

http://utbms.com/

Task Codes

UTMBS Litigation Code Set Sample

Task Code Alerts: Simple Report

Task Code Alerts: Code Set Selection

Task Code Set Selection & Exclusion

Task Code Alerts: Allocations Phase Exclusion

Task Code Alerts: Phase Allocation & Phase Exclusions

Task Code Alerts Task Level Exclusions

Task Code Alerts: Allocations Lifecycle

Lifecycle is the same as Budgets Lifecycle

• Matter with multiple firms can have Allocations for each Firm, and there is a combined view

• Company can Create/Approve, Reject, Edit, Lock/Unlock

• Firm can Create, Accept, Edit

• Company and Firm Users get Dashboard Alerts for Task Code Alert Tasks

• Task Code Alerts have a Version History

Task Code Alerts:Allocations Lifecycle

Lifecycle is the same as Budgets Lifecycle

• Matter with multiple firms can have Allocations for each Firm, and there is a combined view

• Company can Create/Approve, Reject, Edit, Lock/Unlock

• Firm can Create, Accept, Edit

• Company and Firm Users get Dashboard Alerts for Task Code Alert Tasks

• Task Code Alerts have a Version History

Task Code Alerts: Reporting

Task Code Alerts: Audits & Adjustments Invoice Audits

Task Code Alerts: Audits & AdjustmentsAuto-Reduce

Stuff

Task Code Alerts: Audits & AdjustmentsAuto-Reduce

Task Code Alerts: Reporting• Spending Reports

• Budget/Accrual Reports (Build Your Own)

• Task Code Spending & Alerts Report (Pre-configured)

• Spending and Alerts by Task Codes Report

Agenda








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Matter Upload API• Matter Upload API allows Automation of Matter Creation and

Update Tasks.

• Matter Upload API allows Systems Integration

Schedule Extract Transform Load

On Demand Manual Automated Manual

Partially Scheduled

Automated Automated Manual

Fully Automatic

Automated Automated Automated

Upload Automation Example

1. Thomson Reuters Legal Dept. admin enters new cases in IP Manager about Copyrights, Patents or Trademarks, requiring law firm work.

2. A scheduled program extracts data about new the IP Manager cases and creates corresponding new Tracker matters, using the Matter Upload Web Services.

Tracker Reports Web Services• Tracker Reports Web Services allows automated access to

Standard and Customized Tracker Reports.

• Tracker Reports API allows Systems Integration

• Programs can manipulate the report data and use it to – update other systems

– take automated actions

– provide dashboard data

Tracker Reports Web Services Example

Risk Management System Updates

A custom program uses Tracker Reports Web Services API to get data about risk exposure amounts. The program connects to a Risk Management system and enters the

updates.

Agenda








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Flare Roll Out

Dan Foster & Michael Carlson, Product Managers

Better with FlareNew & Improved Help Site

Agenda








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What’s New: Smaller Features

QUESTIONS?

serengeti tracker release update september 12, 2013

Documents

route slide

invoice approval slide

invoice approval routes

cosysadmin slide

incomplete invoice

ledes invoice

matter role assignment

overview matter upload