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  3. File Maintenance

File Maintenance

  • New Override Rate Assigned to Matter - Recalculating Existing WIP
  • No EDI Templates Showing in Template Drop Down - Bill Delivery
  • New Matter Added to System Not Showing on an User's Workstation
  • New Client Added to System Not Showing on an User's Workstation
  • Multiple Matters Set to Wrong Billing Cycle
  • Moving a Matter to a Different Client
  • Missing Custom Tabs when Viewing Client-Matter Detail
  • Matters Showing with No Invoice Style
  • Merging Type of Law Codes
  • Merging Practice Group Codes
  • Merging Department Codes
  • Merging Client Advance Codes
  • Merging Expense Codes
  • Matter Saved with Incorrect Matter Number
  • Matter Task Codes
  • Matter Intake Form still showing as “Completed - Ready for Final Intake”
  • Matter Budgets
  • Law Type Codes
  • Is there any way to change the description of a Task Code set?
  • Is There a Way To Close a Client?
  • Is Changing the Fee Arrangement on a Matter Retroactive?
  • Invoice Styles Showing on Matters Where Client is set for Client Level Billing
  • Invoice Style on Matter Intake is Greyed Out
  • Intellectual Property - Miscellaneous Task Code Set
  • Intellectual Property - Trademark Task Code Set
  • Intellectual Property - Patent Task Code Set
  • Implications of Closing a Matter
  • Impact of Change to Override Rate Code
  • Impact on Reports when Matter Settings Changed
  • How to Turn Off Auto Assign of Matter Numbers
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