Matter Progress Screens

Modified on Mon, 15 Jan at 3:58 PM

Matter progress screens should be used for recording key actions and the status of the file.

This is important not only for those who have to work on your files in your absence, but also to assist in the file review and supervision procedures. The electronic file should be utilised for important information in relation to that matter.

To access the Matter Progress Screen go to your matter in Entity/Matter Profile then select the Matter Based Managing Partner data icon.

Within this screen there are different tabs for you to browse through and add information.

The default ones are as follows:-

Overview

Documents and Undertakings

File Audits and Conflicts

Any other tabs are department specific.

Overview

Notes/current position	free text for you to type anything you want to type.
Cost Estimates, Disbursements, Timescale Estimates	You can’t type into these but there are steps in Partner that begin “Matter Progress –“. When those steps are used, it puts the data into these boxes. It also leaves a footprint on the case file.

The steps are named as follows:-

Matter Progress - Add Disbursement

Matter Progress - Cost Update

Matter Progress - Timescale Update

Documents and Undertakings

Documents	free text for you to type anything you want to type.
Undertakings	pulls through anything entered into the undertakings register. There is a section which pulls through any docs that have been stored using the ‘Document Manager’ (this isn’t editable, it’s just for info only)

File Audits & Conflicts

File audits	pulls through the data of any file audits and any outstanding corrective action
Conflicts	pulls through the information from the conflict step called "Conflict Check Done"