New Work Order: File (New Case) - ONE

a. Customer #:* Type in a customer number. If you do not know it, click on the search icon to view the list of customers in the LegalSuite database. Click on a customer number and the Customer # field will update automatically with that number. The case list will also be updated to display all the cases in LegalSuite for this customer.

Note: The customer must already exist in the LegalSuite database; you can verify under Customer Maintenance. If they don't, you must first create the customer in Customer Maintenance before continuing.

c. Job Type:* Select the type of job for this new work order from the drop down list, in this case File (for file only).

d. Service Level:* Select the level of service from the drop down list to indicate the level of urgency that the order must be completed.

e. Case #:* Type in the case number if you know it (in this example, the case does not yet exist in the LegalSuite database) or click on the Not Assigned button.

f. Notes: Type in any important notes in the text box regarding this work order request.

g. Click on the "Continue" button - this brings up the Work Order Details screen.

a. Fill in the Court Code if known - It will fill in the information automatically, if unknown continue to the next boxes

b. Enter the jurisdiction for this court.

c. Enter the Plaintiff (*)

d. Enter the Defendant (*)

e. Select Attorney - you can click on the + icon to look this up (*)

f. Select Represents(*)

g. Select Contact - you can click on the + icon to look this up (*)

h. Enter the client matter number (*)

i. Third party billing if any

j. Click "Continue"

Attach any documents here that was received for this work order request.

a. Sent Via: Indicate if you received documents online (upload), by fax, or by email.

b. File: If sent online, type in the file name of the documents on your computer or click on the Browse button to bring up the File Selection window from which you can select a document.

c. Title and # of Pages: Enter a title for the document and the number of pages. As you type a title, a drop down list will appear from which you can select text to automatically update the Title input field.

d. Click on the Add button.