Page 4 - 3E User Manual- updated 3-2018

Table of Contents

 Tracking Numbers .......................................................................... 82
 Party Responsible for Payment ...................................................... 83
 Report Info ..................................................................................... 83
 Route To ......................................................................................... 83
 Obtain a Conflict Search ID ............................................................ 84
 Errors .............................................................................................. 85
o Deposition Matters ..................................................................................... 86
o Administration Required Action List Item................................................... 92
o Search for an Existing Matter ..................................................................... 93
o Update Client Information .......................................................................... 94
o Additional Info (Report issued date, etc.) ................................................... 95
o Print Documents ......................................................................................... 96
o Paperclip Function ...................................................................................... 97
o View Uploaded Files .................................................................................... 98
• Matter Inquiry
o Overview ..................................................................................................... 100
o Search by Matter ........................................................................................ 100
o Transaction Lists.......................................................................................... 102
o Transition to a Different Matter ................................................................. 103
• Matter Notes
o Overview ..................................................................................................... 104
o View Matter Notes ...................................................................................... 104
o Add a Note .................................................................................................. 106
• Paperless Proformas Quick Tips .............................................................................. 108
• Paperless Proformas
o Overview ..................................................................................................... 110
o Ways to View Proformas............................................................................. 110
o Financial Summary ...................................................................................... 112
o Proforma Totals .......................................................................................... 113
o View or Edit an Entry .................................................................................. 113
o Edit or Add Narrative .................................................................................. 114
o Add New Entry ............................................................................................ 114
o Add an Expense to a Proforma for Reimbursement ................................... 115
o Include Excluded Fees/Costs to Update for a Final Invoice ........................ 116
o No Charge (Zero) an Entry .......................................................................... 117
o Exclude an Entry .......................................................................................... 118
o Transfer an Entry......................................................................................... 118
o View the Proforma in Invoice Format ......................................................... 119
o Finalize Proforma ........................................................................................ 120
o Send a Proforma to Another Office for Review .......................................... 121

Matter Group Inquiry 3/27/2018