Page 95 - 3E User Manual- updated 3-2018

New Matter Intake

Administration Required Action List Item
• If the matter is approved by the Conflicts group, the NMI is returned to the Action List of the Responsible
(Admin) Timekeeper of the Opening Timekeeper.
o Examples:
 If Ryan Siekmann is the opening tkpr, the NMI would go to Allison Sweeney (his admin).
 If Alan Dunlavy is the opening tkpr, the NMI would go to Denise Naglich (his admin).
 If Terri Seligman is the opening tkpr, the NMI would go to Terri Seligman as she does not have
an admin.
• The Administration Required NMI will appear on the Action List on the 3E Dashboard.
• Open the Administration Required action list item to review the matter and verify all the information is
complete.

• There are 3 options:
o Open Matter: the client is retaining S-E-A and the matter is open.
 The matter is open for time/expenses and billing.
o Not Retained: the client has decided not to retain S-E-A, or S-E-A turned the matter down.

New Matter Intake 3/27/2018