Page 92 - 3E User Manual- updated 3-2018

New Matter Intake

Matter Description
• This field will show on the invoice and needs to be descriptive yet brief in order for counsel to know to which
matter the invoice pertains.
• Enter the Matter Description with a case name so counsel will know what matter the invoice identifies with.
• For deposition matters only, always put "Deposition" FIRST.
o Example: Deposition for Smith v. Bentley

Date of Loss
• Do not enter a date of loss.

Accident Location
• Enter a period in this field.

Description of Loss
• Enter a period in this field.

Scope of Project
• Leave blank.

Practice Group
• This field is a dropdown.
• Cannot use numeric values in this field.
• Once familiar with the terms, type in the first letter of the word and the word will auto fill.

Tracking Type
• Using the dropdown, select Deposition.

Prior SEA Project No.
• Enter the matter number for the original matter.

Retainer
• If a retainer or billed on account was requested, type the amount in the field.
• Only include the dollar amount. Do not include cents.
• Ex. "1000"
• The number will format correctly as a dollar amount on the Matter Retention template.
• Any change to this field after a matter is submitted will alert the Matter Audit Group so the budget can be
updated on Accounting’s end.
• S-E-A requires a retainer for depositions unless a manager has approved otherwise.

New Matter Intake 3/27/2018