Page 98 - 3E User Manual- updated 3-2018

New Matter Intake

• It is imperative to leave the boxes checked after a change! This is how Accounting knows a change needs to be
made.
• The only time to uncheck a box is if the box was accidentally checked.
• If a box was checked accidentally and the information is removed, select Cancel on the top right and start over.
Submit saves changes; Cancel does not.
• If changing the client entirely, check the box to the left of Client and search for the client.
• If the client is staying the same but the contact has changed, check the box to the left of Address Lookup and
search for the new contact.
• If the client’s address has changed, check the box to the left of Address and type the address.
• If the client’s e-mail address has changed, check the box to the left of E-Mail Address and type the e-mail
address.
• If any of the client’s phone numbers have changed, check the box to the left of the Phone Numbers and type the
numbers.

Additional Info
• With a matter on the screen, select Additional Info.
• The date fields are like those on the Matter Intake screen where the shortcut keys apply:
o Shortcut keys: t= today; y= yesterday
• Enter data into these fields as the information is received.
• Select Submit to save the information.
• If Cancel is selected, any information entered will not be saved.

New Matter Intake 3/27/2018