Page 77 - 3E User Manual- updated 3-2018

New Matter Intake Workflow Process

Admin Required
Matter Pending or Declined Open | Not
Retained |
Status Blank Blank Pending matter now open Pending Pending first opportunity Administrative Administrative
Required
for time & expense to print Retention Required
Agreement

Administrative Required step Open: the matter is now in
New Client Sent to New Client Group NCG Obtains Conflicts ID, If Conflicts is approved, email on Action List of Responsible Open status
(NCG)
emails Submitter
sent to Submitter
Timekeeper (admin) of Open
Tkpr
Responsible Timekeeper
opens Action Item and
chooses Open, Not Retained, Not Retained: the matter is
or Awaiting Client Approval now in Not Retained status
Submit NMI,
Sent to Conflicts Department
Obtain Matter Number Send to Conflicts Department
Process
Awaiting Client Approval: the
matter remains in
Admistrative Required status,
but is removed from Action
If Conflict is declined, email NMI is declined. No further List
Existing Client Receive New Business Intake Obtain Conflicts ID sent to submitter action necessary
screen, click Submit
If Awaiting Client
Do not submit a If you have submitted a This is your first Approval is chosen, the
matter more than once. matter with an existing opportunity to print the matter will remain in
Contact Conflicts if you client, but do not receive Retention Agreement Administrative Required,
believe a problem exists the New Business Intake (RA). Do not print prior to but will be removed from
with your matter (NBI) screen, contact the Administrative your Action List. In order
submission. Conflicts. If you do not Required status. If the
submit the NBI, conflicts Matter Audit checkbox to open or mark the
will not be notified that has been checked, the matter as not retained
they need to run a conflict matter has been reviewed after selecting Awaiting
check. and the client information Client Approval, you will
is correct. If it has not need to query the matter
been checked, either wait number in NMI, select it,
to print or modify the RA click Submit, and then
in Word prior to printing, choose Open or Not
as the client information Retained.
may not be correct.

Notes