Adding a Contract Record

Note: The Contracts notebook contains a main (header) section and a binder section that contains a number of tabs. The tabs are used to view and manage additional information pertaining to the record displayed in the header.  The data entry instructions below pertain to the main (header) section of the Contract notebook. For an explanation of the data entry requirements for the tabs, refer to Contracts Notebook Tabs Overview.   

To create a contract record:

    1. Access the Contracts notebook.

    2. Click on the toolbar.

    Note: The contract # will be auto-generated when you save the record.  

    1. In the Name field, enter a name or description for the contract matter.

    2. In the Cont. Type field, select a contract type from the dropdown menu.

    Note: In order to add a record, LawManager requires entry of the fields indicated above. All other fields are optional but, depending on the requirements of your organization, can be entered if the information is available. To add and save the record now, go to step 19. To add optional data, continue with step 5.   

    1. In the Effective Date field, enter the effective date of the contract. This field defaults to today's date. Click in the field to open a calendar to select an alternative date.

    2. In the Subtype field, select the subtype associated with the type from the dropdown list (e.g., Addendum, Case Management Agreement, etc.).

    3. In the Office field, type or select the name of the office handling the litigation matter.

    4. In the Status field, select the matter status from the dropdown menu. This field defaults to Active.

    5. In the Stage field, select the applicable value from the dropdown menu.

    6. In the Expiration Date field, press the SPACEBAR to enter the current date or click in the field to open a calendar to select an alternative date.

    7. In the Practice Area field, select the practice area handling the contract matter from the dropdown menu.

    8. In the Desc field enter a description of the contract matter.

    9. Click in the Separate License Agreement checkbox if this is a separate license agreement (e.g., a consulting services contract may have a separate license agreement). Otherwise, leave this field blank.

    10. In the Length of Term field, enter the length of the term of the contract in years.

    11. In the Length of renewal Term field, enter the  length of the renewal term of the contract in years.

    12. In the Termination Notice field, enter the number of days required to notify regarding termination of the contract.

    13. In the Renewal Notice field, enter the number of days required to notify regarding renewal of the contract.

    14. In the Assignable field, select a value form the dropdown menu to indicate if the contract can be assigned or transferred to another person.

    1. Click to save the record.