Page 81 - 3E User Manual- updated 3-2018

New Matter Intake

Client
• Type part of a company name or firm name in the field.
• Press Enter, if there is only one client with the name, the client name will auto fill.
• If there are multiple clients with the same name, a box will appear. Select the client name by double clicking the
row.
• Type “New Client” into the field if the client is not found.
o Type the new client’s information into the Client Contact, E-mail Address, Address and Phone No. fields.
Client name, Client Contact and Address are required to set up a new client. No abbreviations except
State.
 If “New Client” is entered as the Client, a matter number will be assigned upon submission of
the New Matter Intake (NMI) form.
 The matter is routed to the New Client Group to set up the client and obtain a conflict
checksearch ID.
 A representative of the New Client Group will email the search ID to the submitter once
obtained if the Matter Type is Standard.

Client Address Lookup (skip if New Client Org. was selected)
• If a client was located, search for their address by typing in some part of the address or the name of the contact
person.
• For example, type in a unique street name such as "Buffalo" to find an address for S-E-A, or type in Columbus to
find all offices for that client in Columbus.
o If the address is unknown, select the magnifying glass to the right of the field.
o Select the green button Show All.
• Phone numbers and email addresses will auto populate the fields if the information has been received since
6/30/2016.
• If the contact and address are located:
o Double click the address.
o The client address will auto populate.
o If there is information to update or add, see the Update client information section in the New Matter
Intake manual.
• If the address is located, but not the contact:
o Check the box to the left of Client Contact and enter the Contact Name.
o Leave the box checked. This alerts Accounting to a change they need to make.
o If there is information to update or add, see the Update client information section in the New Matter
Intake manual.
• If the address is not in 3E:
o Leave the Client Address Lookup field blank.
o Type the applicable information into the available fields and Accounting will create a new site with the
information. This is important so that the next time this person hires S-E-A, the information will be in the
Lookup field.
• Utilizing the checkboxes to update information:
o If there is a change to any client field, check the box to the left of the field, which will allow the user to
edit the field.
o It is imperative to leave the box checked! This is the only way Accounting knows a change has been
made and needs to be updated on the Accounting end.
o The checkbox to the left of Client Office Phone No. needs to be checked if a change to any phone
number is needed.

New Matter Intake 3/27/2018