Page 91 - 3E User Manual- updated 3-2018

New Matter Intake

• 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.
 Type the number as a 10 digit string and the field will automatically format the phone number
(888.888.8888).

Has Been Audited?
• If the box is checked, the Matter Audit Group has reviewed the matter, updated the client information and the
Retention Agreement should print correctly.
• If the box is not checked, the Retention Agreement will likely need edits.

Billing Instructions
• Billing instructions populate based upon the client. (Not the Carrier or the Party Client Represents).
• If a client has specific instructions, the information will populate in the field.

New Matter Intake 3/27/2018