Client/Matter Inquiry Report

  1. Open Juris>Inquiry - Reports> Client Matter Inquiry. See Figure 1.0

    Figure 1.0
  2. Type in the Client Code, or use the ellipses button to find the client.  Tab to exit the field or click on another field to accept the code. See Figure 2.0
  3. Figure 2.0
  4. To look up a specific matter, place a checkmark in the Matter option , then enter the Matter Number or use the lookup to select a matter.  If a matter is NOT selected, then the inquiry information displayed will be for all matters for the selected client. You can also select the matter from the search window. See Figure 3.0

    Figure 3.0
  5. Select the type of information that you would like to display by choosing an Inquiry Type option from the drop-down.  You can also use the Type menu item. The system will default to General, but inquiry type options are:  General, Fees, Expenses, Bills, Receipts, Trust, Client and Matter Details. See Figure 4.0

    Figure 4.0
  6. The Inquiry Type selected will determine the tabs shown on the form.  Click on each tab to review the details of the items on that tab, or select the View option from the toolbar, and select the tab from the View menu.  Whenever bill numbers are listed, right-clicking on that bill number will give the option to View Archived Bill (when the creation of archive bill images is established in Firm Options) or View Bill Change Log. See Figures for selections available.





    View Archive Bill offers you Printing Options and Email Options. See the Figures below for examples.

Note: Remember that not all features will have an associated right click function.

Print


Email options include:

Adobe PDF

Excel

HTML

Rich Text

Fax

Text

Bill Change Log

This feature displays the changes made in a header and grid format. See the Figure below.

 

Tip: When viewing items on a tab that lists details in spreadsheet form, clicking on any column heading will sort the list in descending order based on the data in that column.  Clicking a second time on the same column will sort the items in ascending order by that column.  This applies to most, but not all spreadsheet forms.  For example, the Ledger History spreadsheet may not be sorted by clicking on column headings.