Below provides a description of the fields contained in the main (header) section of the Matter Financials notebook. Note that, because this screen scrolls horizontally, the screen excerpts and field definitions have been presented in segments.
|
Field |
Description |
Required (Y/N) |
|
Matter # |
The matter number for this case. |
Y (read-only) |
|
Name |
Displays the name or a description of the matter. |
Y |
|
Type |
The matter type (e.g., General, Litigation, Contract, etc.). |
Y |
|
Subtype |
The subtype associated with the matter type. For example, if General was selected as the type, options for the subtype could be Petition Filed, Charge Filed, etc. |
N |
|
Stage |
The current stage of the matter (e.g., appeal. discovery, pre-trial preparations and trial, etc.). |
N (optional) |
|
Office |
The location of the office that is handling the matter. |
N |
|
Status Flag |
Indicates if the matter is Open or Closed. |
Y (read-only) |
|
Status |
The matter status (i.e., Open, Inactive or Closed). |
Y |
|
Opened |
The date that the matter was opened. |
N (optional) |
|
Closed |
The date that the matter was closed, if applicable. |
N |
|
Practice Area |
The practice area handling the matter. |
Y (read-only) |
|
Total Fees |
The total outside fees to date for the matter. |
N (read-only) |
|
Total Disbursements |
The total outside disbursements to date for the matter. |
N (read-only) |
|
Total Actual |
The total outside costs to date for the matter. |
N (read-only) |
|
Total Budget |
The active matter budget amount. |
N |
|
Variance |
The difference between Total Actual and Total Budget. |
N (read-only) |
|
% Variance |
The percentage difference between Total Actual and Total Budget. |
N (read-only) |
|
YTD Fees |
The total outside fees to date for the matter. |
N (read-only) |
|
YTD Disb |
The total outside disbursements to date for the matter. |
N (read-only) |
|
YTD Actual |
The total outside costs to date for the matter. |
N |
|
Current Budget |
The Matter Year budget for the current year. |
N |
|
YTD Variance |
The difference between YTD Actual and the current budget. |
N (read-only) |
|
YTD % Variance |
The percentage difference between YTD Actual and the current budget. |
N (read-only) |
|
Total Int. Time |
The total internal time entered for the matter. |
N (read-only) |
|
Total Int. Cost |
The total internal cost of the time entered for the matter. |
N (read-only) |
|
YTD Int. Time |
The total internal time entered for the matter for the current year. |
N |
|
YTD Int. Cost |
The total internal cost of the time entered for the matter for the current year. |
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.