Client-Matter Intake Processes

  • Updated

Why does a Matter intake show under the Client in File Maintenance Manager but does not appear in the intakes to be processed?

When viewing Intakes in Processes, check your "Display" filter.  If the window is filtered to only see “Items Assigned to You,” and this particular one is not flagged as such, it will not show.  Try changing the display to All Open Items and click Refresh Intake Items.

Was this article helpful?

/