Page 80 - 3E User Manual- updated 3-2018

New Matter Intake

Office
• Defaults to the office of the person who is submitting the form but is an editable field.
• If the opening timekeeper is changed to one in a different office, the Office field will need updated.
• Office should be the office who received the matter. Once the Matter Number is populated, the office can be
changed to the office who is working the matter.

Open Tkpr
• Defaults to the person who is submitting the form but is an editable field.
• To change the opening timekeeper, type in their last name or the timekeeper’s employee number and press
Enter.
• If there are multiple people with the same last name, select the timekeeper by double clicking the applicable
row.
• This field should not be changed after the initial conflict check.

Open Date
• The day we took the matter in. Be sure to use the correct date, particularly if the matter was taken in over the
weekend.
• The Matter Open date determines the date on which time and costs can be entered.
o Shortcut keys: t= today; y= yesterday
• The date can be entered in various formats and the field will auto correct.
o 04012016 will default to 4/1/2016
o 040116 will default to 4/1/2016
o 04/01/16 will default to 4/1/2016

Intake Source
• Use the dropdown to select how we received the job -or-
• Type in the first letter of the word (Email, Phone, Web, Meeting, Mail, Facsimile, Deposition) and the word will
auto fill.

SEA Associate Assigned
• If the timekeeper being assigned is known at the time of entering the matter, type in the last name and press
Enter -or-
• Input a timekeeper number and press Enter.
• This information can be added later when the matter is assigned to a timekeeper or changed at any time.

Matter Acknowledgement | Terms & Conditions Mailed Date
• Once the conflict is approved and the matter is open, enter the date the Retention Agreement is being sent to
the client.
• This date will auto populate on the Retention Agreement.
• S-E-A has a few clients for which the Terms & Conditions are not applicable. The template will determine if the
Terms & Conditions should print by looking at the Client Name, Carrier, and Party Client Represents fields.

New Matter Intake 3/27/2018