Page 97 - 3E User Manual- updated 3-2018

New Matter Intake

 Matter Description (change operand to "contains").
 Address of Loss (change operand to "contains").
 Date of Loss.
 Party Client Represents (change operand to "contains").
 Tracking Numbers (change operand to "contains").
 Client Name (change operand to "contains").
 Client Contact (change operand to "contains").
 SEA Associate Assigned (change operand to "contains" and type in last name, not the
timekeeper number)
 Search fields can be added to help refine the search.
o In the blank box to the right of the operand (ex. "Contains"), enter a word or two to search.
o Search using a unique word when searching by Matter Description.
 Example: Matter Description is UPS v. Marcum Accident Analysis.
 If searching "UPS", numerous results will appear.
 If searching by "Marcum", fewer results will appear.
o Once the search criteria are entered, select Search.
o The results will display on the screen.
o To select a result, double click the row.
o Search criteria is not case sensitive; meaning, type "demarco", "DeMarco", or "DEMARCO" and the same
results will appear.

Update Client Information
• To change client information on an existing matter, follow these instructions.
• Checking any box to the left of the client fields will automatically uncheck Has Been Audited. This is how
Accounting knows a change has been made. It will also take a read-only (gray) field and make it editable (white).

New Matter Intake 3/27/2018