Below is a description of the fields contained in the main (or header) section of the Contracts notebook. Note that, because this screen scrolls horizontally, the screen excerpts and field definitions have been presented in segments. To add a record, see Adding a Contract Record.
|
Field |
Description |
Required (Y/N) |
|
Contract # |
The contract number for the matter. |
Y |
|
Name |
The name or a description of the matter. |
Y |
|
Cont. Type |
The type of contract. |
Y |
|
Subtype |
The subtype associated with the contract type. |
N |
|
Stage |
The stage of the contract. Select this value from a dropdown menu when adding or updating a record. |
N |
|
Office |
The office handling the contract. Select this value from a dropdown menu. |
N |
|
Status Flag |
Indicates whether the contract is opened or closed. |
Y |
|
Status |
The status of the contract (e.g., opened, closed, dismissed). |
Y |
|
Effective Date |
The effective date of the contract. |
N (optional) |
|
Expiration Date |
The expiration or termination date of the contract. |
N |
|
Separate License Agreement |
A checkbox field to specify if there is a separate or related license agreement (e.g., a consulting services contract sometimes has a separate license agreement). |
N |
|
Length of Term |
The length of the term of the contract in years. |
N |
|
Desc |
A narrative description of the contract. |
N |
|
Practice Area |
The practice area handling the contract. |
N (optional) |
|
Length of renewal Term |
The length of time for the renewal term. |
N |
|
Termination Notice |
The length of the renewal term of the contract in years. |
N |
|
Renewal Notice |
The number of days required to notify for renewal of the contract. |
N |
|
Assignable |
Indicates if the contract can be assigned or transferred to another person. Select a value from the dropdown menu. |
N |
Note: LawManager records include fields containing audit and security information. For a detailed explanation of these fields, see Viewing Audit Fields and Security Information.