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New Matter Opening Process Case Study

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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. …show more content…

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

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