This article describes how to set up a Completion Statement in Insight Legal™. 

Enterprise users can now create Completion Statement documents through Insight Legal™ that show whether the client owes or is owed any money at the end of the matter.

Creating a New Template

1. Go to System, then click Documents. 

   

2. Click the New button at the top of the screen.
3. Give the Word document template a Name and select the Completion Statement option from the dropdown menu.
4. Click Create Template. 

Setting up a Completion Statement

The new Template will now appear in the list of templates on the left-hand side within a Completion Statement folder. Ensure you have selected this template and then select the correct Matter Type/Department Filters by ticking the relevant boxes.

Click the + symbol next to the Payments Received and/or Payments Out options to add rows to your Completion Statement. For each new row, you will need to enter a description and choose how the amount for this row will be populated. The three options for this are detailed below.

• User Defined Field – Select from a list of Number UDFs already set up on the system. The amount entered into this UDF on the matter will be pulled through into this row of the Completion Statement.
• Postings – Select the relevant Posting Type from the dropdown menu. Only postings of this type can be used to populate the figure for this row. However, if there are multiple postings of this type on the matter, the user will be able to choose which posting is correct when producing the Completion Statement.
• Prompt on Matter – The amount will need to be manually populated by the user creating the Completion Statement.

Select the fields you would like to insert into your Completion Statement template Word document within the Fields section. This is similar to the existing Document Template functionality within Insight Legal™ that you may already use for your letters and/or bills.

Editing the Template 

1. Once you have ticked the relevant fields, click Save in the top left corner.

2. Click Edit in Word, the click Yes to the warning message that appears.

   

3. The Word document will then open, and you can start to format your Completion Statement template by adding any logos or tables you require. 

When you are ready to insert your merge fields from Insight Legal™ , place your cursor where one of the fields should go. Go to the Mailings tab and expand the Insert Merge Field drop down.

You will see a list of fields you selected within Insight. Click on the correct field and you will see the merge field appear within the Word document. It will look similar to the below.

Once all of the correct fields have been inserted, save the Word document and return to Insight Legal™. Add any Keywords and Auto Time Recorders as required ) and then click Save in the top left corner.

The Completion Statement template has now been setup and can be used on your matters. You can setup multiple Completion Statement templates if needed.

New Merge Fields for Completion Statements

New merge fields have been created for Completion Statement templates, and these are found within the Completion Statement group within the Fields section.

Editing a Completion Statement on a Matter

Matters of the correct matter type will now have a Completion Statement tab available within Case Enquiry (under Cases->Case Enquiry). Within this tab, users can select the Completion Statement template they wish to use (where multiple have been set up) and then start editing each row to contain the correct information by clicking on the pen symbol.

If the row they are editing was a Postings row, they will be able to tick the relevant postings as shown below. Users can then tick on the check on the right-hand side to finish editing this row. 

If the row was a User Defined Field row, this information will already have been pulled through based on the information input for this mater. If incorrect, this figure should be amended in the User Data tab for this matter.

If the row was a Prompt on Matter row, the user will need to click on the pen symbol to the right of the row and enter the correct value.

They can then click on the tick symbol on the right-hand side to finish editing.

If any extra rows are required for this Completion Statement, users can click the + symbol next to the Payment Received or Payment Out sections to add a custom row.

At this point, they will need to enter a description and an amount.

Once finished, they can click the tick on the right-hand side to finish editing. This row will only apply to this individual matter and will not impact the template.

Rows can also be dragged and dropped to change the order in which they are displayed on the Completion Statement.

After every field has been filled in, your Completion Statement will look similar to the below. Ensure you click Save at the top of the screen.

To create a Word copy of this Completion Statement (using the template you setup earlier), click on the Word icon in the bottom right.

A new window will appear, where you can confirm the details of the document you are producing.

Click the green arrow symbol to produce the document.

The Word copy will then appear on screen, and this will automatically be saved against your matter. You can make any necessary changes to this document, and then save it to save these changes against the matter as well.