Page 86 - 3E User Manual- updated 3-2018

New Matter Intake

• Use this field only if the Carrier is different from the client.
• Enter the Carrier name, Phone Number, and adjuster information if applicable.

Tracking Numbers (Claim No., File No., etc.)
• Always obtain applicable tracking numbers from the client. If one does not exist or will be obtained later as the
client does not have it immediately available, skip this section.
• If the numbers are received after submitting the New Matter Intake, return to New Matter Intake to update the
information.
• Anything typed in these fields will show on the invoice.
• In the first column under Number Type, select from the dropdown -or-
• Type in the first letter of the word and the word will auto fill.
• Multiple claim numbers or file numbers can be input.
• If more than three tracking number rows are needed, select Add.
• Enter the number in the Number column.
• If a client has multiple carrier numbers, follow the naming convention below so the client can identify whose
claim number belongs to which carrier on the invoice:
o Be sure to put a space before and after the forward slash
o US1234123 / Lexington
o AZW1234 / Travelers
o E2942454 / CNA
o 2014-0013411 / Serengeti
• Any unused tracking number rows will be automatically removed by the system after selecting Submit.

Party Responsible for Payment
• Ask whomever calls in the matter who is responsible for payment.
• Enter the company or person's name on the appropriate field or type “Client”, if applicable.
• Next ask the client if they would prefer e-mail or paper invoices.
o Do not assume the client wants paper invoices.
o A large quantity of S-E-A’s clients are paperless.
• If the client prefers paper, complete the Send Invoice To field.
o If the address is the same as client, leave the address field blank.
• If the client prefers e-mail, select the box and enter the e-mail address(es).
o For multiple e-mail addresses, use the following format:
 Include a semicolon directly after the end of the first e-mail address.
 Insert a space.
 Enter second e-mail address.
 Example: lbutler@SEAlimited.com; bpandora@SEAlimited.com

New Matter Intake 3/27/2018