If you received a registration key in an email, click the Save or Activate button. Depending on your need, open Legal Tracker to enable the integration, and then open System Administrator in HighQ to enable legal case registration, case management, or both. When logging in, users with multiple registration keys for a Thomson Reuters product can select the one with which they want to start a session. Learn more about registration keys and how to activate them A registration key is a code made up of letters and numbers that gives access to one of Thomson Reuters` many products such as Westlaw, CLEAR, Firm Central and more. Registry keys are unique to each user and cannot be used on multiple OnePass profiles. Before you can use a product, you must activate a valid registration key by adding it to your OnePass profile. A system-level iSheet is created for each integration. This iSheet template imports the right tracking material fields into HighQ so that the right tracking fields can be synchronized when the inclusion request is created in the legal tracking or when a question is created. In order for HighQ to synchronize with Legal Tracker services, system settings must be configured so that HighQ can access and use the Legal Tracker APIs. Legal Tracker is an add-on feature that enables integration between HighQ and Legal Tracker for legal registration and case management purposes. As of August 2022, you can sync case management data with Legal Tracker and use HighQ to manage legal projects, as well as HighQ forms to create your Legal Tracker inclusion form.
API Client ID: This is where you need to specify the API client ID that appears in your Legal Tracker instance. After you receive your sign-up key by email, you can click the Activate Now link in the email or follow these steps to add a key to a OnePass profile. The client ID and secret key are available in HighQ System Admin. Open the system administrator in your profile menu, and then select API App Registration. Check the box next to HighQ integration – make sure bidirectional synchronization and linking content to folders are selected: You can now select a daily sync time (from Never to Once a day) and enter recipients for email notification if synchronization fails: If you need help finding this information, Contact your administrator. By default, Receiving Questions and Handling Questions are set to Disabled. Click Test to confirm that the details are correct. If they are correct, a confirmation message will appear and you can now click Save. If not, an error message appears informing you that the information is incorrect and that you must change it before saving it. If necessary, enter filters to restrict synced records: Click the More Actions icon next to the Enabled drop-down menu, and then select Edit Query to edit your filters. To sync all recordings, just click Save without entering any filters.
The System Preferences screen appears. Access third-party services > Legal Tracker configuration: registry keys can provide access to various content or features depending on account authorization. For each integration, a site template is added to the instance. Click More Actions> Configure to configure material ingestion: Select Review query result to examine the records identified by your filters. The System Admin screen appears. In the left menu, go to System Preferences:. Select a topic and open the Profile tab. Linked HighQ iSheet displays Yes or No. The Edit Request – Legal Tracker – Question Management screen opens: When you are satisfied with your filters, click Save to confirm.
After you configure Legal Tracker for your instance, you can: Secret API: This is the secret key of the API client Please note the details of the client ID and secret: Do you have the same question? Follow this question Call our customer support team. Available Monday to Friday from 7 a.m. to 7 p.m. CST. If you need help with OnePass, call us 24 hours a day, seven days a week: Continue activating Legal Tracker at the system administrator level. Legal Tracker must be configured to allow 2-way synchronization and be able to link content to HighQ folders. Once the Legal Tracker integration is enabled in HighQ (see below), you can check if a case is related to a HighQ iSheet in Legal Tracker. When legal tracking integration is enabled at the system level, including secure API details, two things happen: Enter the details of the Legal Tracker instance you want to connect to. Click the drop-down menu under Receiving questions and select On: Open Legal Tracker, click Settings, then select Features Preview:. After you click Save and Connect Instances, a solution template and an iSheet template are automatically created.
An iSheet is created in the iSheet template – all newly created templates and iSheet are linked. To complete the integration, log in to your HighQ account: Matter intake creates a system-level iSheet that can be synchronized with Legal Tracker ingestion records.