Use this page if you have a version of Legal Matter Management prior to 4.0 and are upgrading to the following versions:

•TeamConnect Enterprise 4.0

•TeamConnect Legal Matter Management 4.0

•TeamConnect Financial Management 4.0

Following these steps to upgrade:

1.Upgrade to TeamConnect Enterprise 4.0.

Note: You may run into validation errors that you need to correct before continuing.

2.Restart your application server.

3.Upgrade to Legal Matter Management 4.0 using the Upgrade Toolkit.

After correcting conflicts, re-run the Upgrade Toolkit.

Note: If the tool fails, review the error log to identify the necessary fix and report errors to Mitratech support.

4.Restart your application server.

5.Install Financial Management 4.0 and any other modules from the About page. Each time you install a new product, restart you application server.

6.Configure Financial Management.

Upgrade Considerations

When installing TeamConnect Enterprise 4.0.9 ("U9"), please note the following dependency: If you decide to install TeamConnect Legal after installing TCE 4.0.9, you must install TCL 4.0.2.

This issue is only for first-time installation of Legal. These considerations must be made due to the fact that the Wizards with page components in the new Configuration Transfer Utility (CTU) included in U9 share the same order value as the Legal module.