This article describes how to set up a new matter within Insight
Client Maintenance
The client must already be set up when adding a matter to the system.
- Select Cases > Client from within the Maintenance group
- Search for and select the Client
- Select Add Matter to open Matter Maintenance
- Enter Matter Details
- Select the Branch, Department and Matter Type
- Amend the details if required-
- Description: This will auto populate with the Matter Type but can be changed to a more meaningful description
- Mat Ref: will auto populate when you save this matter, so you cannot amend this field
- Alternative Ref: This is searchable and can be used in some reports
- Opened: Date the case is opened. By default, this will be today's date but can be backdated. It is essential to ensure the matter opening date falls on or before the first financial posting to the ledger
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Closed: Date the matter is closed. Entered when the matter is closed
- Estimated Bill: Select a date
- Cost Quotation: The system will warn you when posting time that exceeds the value entered
- WIP Limit: The system will warn you when posting time that exceeds the value entered
- Disbs Quotation: The value entered is reportable
- Introducer: Select from the drop down list if applicable
- Review Period: This is the number of months before this matter should be reviewed
- Charge Rate: If this field is left blank, users recording time for this matter will have to select the charge rate manually
- Risk Level: Select if applicable
- Office Bank: Select the correct Office Bank
- Client Bank: Select the correct Client Bank
- Deposit Bank: If left blank, users posting financial transactions to this matter will need to select the correct bank each time
- Interest Scheme: This is to aid in calculating the amount of interest due to the client at any stage of the matter
Select Fee Earner/s Working on the Matter
- Select the main Fee Earner Responsible for the matter
- To add another Fee Earner
- Right click outside the Fee Earner box and select Add
- Select a Relationship to the matter, e.g., Case Worker
- Select the corresponding Fee Earner
Run a Matter Conflict Check
The final stage before saving a matter is to run a conflict check.
- Select the Conflict Check tab
- Right click in the pane and click Add
- Right click on the light blue bar and select Add to add search fields
- Fill in the relevant fields you wish to search with
- Right click and select Run Searches
When you right click, you can select Add Search to add additional fields to search with if required. Search criteria can also be removed by selecting Remove Search.
Once the search has been run, you can check and accept the results. The system will record the search date and who it was done by.
- Click Save
The Matter Ref is now populated. Insight uses the matter reference as the Unique Case Identifier.
Each case is given the prefix of the department (e.g. CON) and the next consecutive number (e.g. CON1).