Page 96 - 3E User Manual- updated 3-2018

New Matter Intake

 No time/expenses can be entered to a matter with this status.
o Awaiting Client Approval: the client has not confirmed if they are retaining S-E-A.
 Time/expenses can be entered on the matter, but the matter cannot be billed.
 If this status is selected, the Action List item will go away.
 To open the matter or change the status to not retained, query for the matter in New Matter
Intake. See Search for an Existing New Matter Intake section for more information.
 With the matter on the screen, select Submit on the first screen.
 The next screen will look just like the Administration Required Action item where the three
options will appear again.
• If the matter was already opened and the client cancels or does not retain SEA, notify Accounting to change the
status to Not Retained.

Search for an Existing New Matter Intake (any matters after 6/1/16)

With the New Matter Intake process on the screen, in the Quick Find box at the top right:

• Quick Find
o The Quick Find field can be used to search for the following information:
 Contains Matter Description.
 Contains Matter Number.
 Begins with Client Name.
 Equals Date Opened.
o Enter a matter number and press Enter.
 Enter the number as an 8-digit number (ie. 01.300100) -or-
 Enter the last 6 digits (ie. 300100).
• Advance Find
o Select Advanced Find to search by:

New Matter Intake 3/27/2018