Running a Report on a Matter In Intake

You may run the Fee Listing report found under Transaction Listings. Click on the Filter Tab to filter for a case in intake. Simply enter the Client Number and then choose INTAKE for the Matter Number.   You may also filter for INTAKE-INTAKE as well if you are looking for fees that may have been keyed to an intake item where both the Client and the Matter are still in the process of being assigned a number.