Page 90 - 3E User Manual- updated 3-2018

New Matter Intake

• 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 Deposition -or-
• Type “D” 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
• Should NOT be mailed as this is not S-E-A’s client of record. Leave blank.

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.
• 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.
o If “New Client” is entered as the Client, a matter number will be assigned upon submission of the NMI
form.
o The matter is routed to the New Client Group to set up the client.
o The New Client Group will not email a search ID as the conflicts group does not run searches on
deposition matters.

Client Address Lookup (skip if selecting New Client)
• 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.

New Matter Intake 3/27/2018