Page 83 - 3E User Manual- updated 3-2018

New Matter Intake

Date of Loss
• This field will show on the invoice (if populated).
• Enter the date 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
• A calendar button is available to select the date; the field will auto populate once selected.
• Note: this is not a required field as some matters such as VIMF and Candle testing will not have a Date of Loss.
However, if submitting a case outside of these types, the Conflicts group will require a Date of Loss.

Accident Location
• Can be entered on up to three lines (Retention Agreement is limited to three lines).
• State must be abbreviated.
• City names that have St. v. Saint, or Ft. vs. Fort, use the abbreviation.
• Include zip code if available.
• Do not include party names in the Address of Loss field. This field is strictly for the loss location.
• Example:
o 7001 Buffalo Parkway, Suite 1A
Columbus, OH 43229
• This field has a spell check function. Use spell check before moving onto the next step (circled in red on the next
illustration).

Description of Loss
• Describe the loss.
• Do not include party names in this field.
o To explain a driver of a vehicle and the vehicle type, enter this in the "How Party Relates" field under
"Related Parties."
• VIN numbers and insurance companies should be added in this field, identified by V1, V2, V3, which is related to
the How Party Relates field.
• This field has a spell check function. Use spell check before moving onto the next step (circled in red on the next
illustration).

Scope of Project
• What S-E-A has been hired to do.
• Examples: Origin & Cause, Assess Water Damage.

Practice Group
• This field is a dropdown.
• Once familiar with the terms, type in the first letter of the word and the word will auto fill.

Tracking Type
• This field is a dropdown.
• If the matter needs a conflict check, choose Standard.
o If Standard is selected, Related Parties becomes a required field.
• Do not enter Related Parties for Deposition or Testing matters.

New Matter Intake 3/27/2018