New Matter Opening Process Case Study

M E M O R A N D U M

TO: All Health Care/Med Mal Practice Group
FROM: Michele E. Campbell
DATE: 2014.05.28
RE: New Matter Opening Process
M E M O R A N D U M

TO: All Health Care/Med Mal Practice Group
FROM: Michele E. Campbell
DATE: 2014.05.28
RE: New Matter Opening Process
______________________________________________________________________

The Executive Legal Assistant developed the following guidelines to be used when opening a file for the Health Care/Med Mal Practice Group.

1. Prepare forms to establish a new matter (located on J&C intranet)
a. New Case Committee Form
b. New Client Form (for new clients only)
c. New Matter Form
d. Conflicts check (for all matters)

***NOTE: For clients already established within the system, prepare the New Case Committee and New Matter forms. Double check with submitting/responsible attorney as to billing and reporting guidelines and provide to Accounting.

2.

Once the submitting/responsible attorney reviewed and signed all relevant forms, forward to a New Case Committee (NCC) member for approval and signature.

***NOTE: Listings of the NCC members are found on the J&C intranet.

3. Once the NCC member reviewed and signed all relevant forms, forward to Accounting and Information Systems Departments to open the new matter in Filesite and Carpe Diem.

***NOTE: This generally takes 24 business hours to occur. All billing entries for unopened matters should be documented in a general file for that client until opened completely in Filesite and Carpe Diem.

4. Create shortcut folders on Nicholas McConnell’s (NSM) Filesite/Carpe Diem