Matters
When Juris Matters are added and/or edited and the Matter form is saved, the Vision matter interface form is opened. The following information will be prompted:
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Client Name |
Pre-populates from the Juris Client Nickname. |
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Matter Name |
Pre-populates from the Juris Matter Nickname. The Matter Nickname must be unique within Vision. |
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File Number |
Pre-populates from the Juris Client and Matter Code |
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Docket ID# |
May be generated automatically, depending on Vision setup. |
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Matter Type |
Matter Type must be selected. |
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Date Opened |
Pre-populates from the Juris Matter Date Opened. |
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Date Closed |
Enter, if desired. |
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Location |
Enter a location, if desired. |
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Extension |
Enter an Extension, if desired. |
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Other Field |
Enter an Other item, if desired. |
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Dkt Code #1 |
Enter a Dkt Code #1, if desired. |
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Dkt Code #2 |
Enter a Dkt Code #2, if desired. |
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Manager |
Enter a Manager (primary Timekeeper), if desired. |
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Timekeeper |
Enter Timekeepers 1-6, if desired. |
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Rule Sets |
Enter Rule Sets, if desired. |
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Special Flag |
Flag, if desired |
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Inactive |
Flag, if desired |
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Auto Insert Document #s |
Flag, if desired |
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Address #1 |
Defaults from the Vision Client form. |
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Address #2 |
Defaults from the Vision Client form. |
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Address #3 |
Defaults from the Vision Client form. |
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City/St/ZIP |
Defaults from the Vision Client form. |
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Contact |
Defaults from the Vision Client form. |
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Phone #1 |
Defaults from the Vision Client form. |
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Phone #2 |
Defaults from the Vision Client form. |
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Phone #3 |
Defaults from the Vision Client form. |
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E-mail address |
Defaults from the Vision Client form. |
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Juris link address |
Allows the selection of the Client's Primary Address, If a Matter;s address is linked, then this form is automatically updated when changes are made to the Client;s Primary Billing Address. If not linked, then the address form will not be updated. |
Docket Tab