LexisNexis Total Practice Advantage 9.0 - Litigation Solutions

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LexisNexis Total Practice Advantage 9.0 Commonly Used Features Commonly Used Features Commonly Used Features Commonly Used Features Commonly Used Features To Link a New Matter to a New Contact Record 1 From the Everyday Tasks Navigator, click Manage Matters. The Matters list opens. 2 Double-click on the Matter record you want to open. 3 To link this Matter record to a Contact record, complete the Plaintiff and the Client fields. The Contact Lookup button changes to a “Linked” state indicating that the field is linked to another record. 4 Click Save & Close to save and close the form. Contact and Matter Monitors You can create messages to display when a Contact or Matter record is added, changed, or deleted. This can be useful when you have ownership of a matter and you want to be notified when changes are made to it or if there are general instructions for a client or matter that you want to display to anyone making a change to the affected record. Example A link has been established if the Lookup button (three dots) has changed to a “Linked” state . A client has been repeatedly delinquent on his payments, and you are suspending further work for that client until the payment issue is resolved. You create a Monitor for that client’s Contact record and configure it so that when anyone opens the Contact record or adds it to another record, a message window displays, reminding the user that billable work for the client has been suspended. To Monitor Contacts and Matters 1 Go to File > Setup > Templates > Monitors. The List of Monitors displays. -or- On the Client Development navigator, click the Monitor Clients & Matters button. On the Tasks tab, click either Monitor Matters or Monitor Contacts. The List of Monitors displays. 2 Select the following buttons and tabs: • Users: Program Level button (affects all users), User Level button (affects only you), -or- Both. • Scope: Filter Based tab (any record meeting the criteria) -or- Record Based tab (a specific record). 48 Contact and Matter Management - Contact and Matter Monitors
LexisNexis Total Practice Advantage 9.0 • Record Type: Contact tab -or- Matter tab. 3 Click the Add button. The Monitor screen opens. Filterbased monitor Commonly Used Features Recordbased monitor 4 Enter a description and specify the record(s) to monitor: • For a filter-based monitor, click Set Filter and set criteria on the Advanced Search screen. • For a record-based monitor, click the Lookup button and select the record you want to monitor. 5 Select all the conditions to monitor, such as the record being opened or added to a Regarding line. 6 Type a message. If you want to receive the message as a notification, select yourself as the recipient. 7 Click OK to save the monitor. Commonly Used Features Commonly Used Features Commonly Used Features Commonly Used Features Contact and Matter Management - Contact and Matter Monitors 49
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Page 3 and 4: Table of Contents Overview ........
Page 5 and 6: Overview This section provides an o
Page 7 and 8: Installing the Software This chapte
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Page 71 and 72: Appendix A—Putting It All Togethe
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Page 83 and 84: Appendix D—Completing HotDocs Aut
Page 89 and 90: Appendix E—Practice Area Customiz
Page 97 and 98: Index A Accessing Guided Search For

LexisNexis Total Practice Advantage 9.0 - Litigation Solutions

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