Page 93 - 3E User Manual- updated 3-2018

New Matter Intake

Related Parties
• Do not add any related parties! Conflict searches are not run on depositions.

Party Client Represents
• Enter a period in this field.

Carrier Name
• Use this field 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

New Matter Intake 3/27/2018