Page 94 - 3E User Manual- updated 3-2018

New Matter Intake

• 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

Report Info
• Leave blank.

• Once the required information has been entered, select Submit:

The next screen to pop up is called New Business Intake
• Check the box next to No Search Necessary.
• Select Submit.

New Matter Intake 3/27/2018