Ideal Online Documentation

14278 T/B MAINTENANCE
TB4-05 Law Type

 

PURPOSE

 

The law type maintenance program allows you to add, modify and delete law types. There is no practical limit to the number of different law types that can be set up on the system simultaneously. Law type codes consist of any combination of 4 alpha/numeric characters, so the possible combinations far exceed the actual number of law types you would ever require. Law types identify the different types of law that are recognized in legal proceedings: eg Conveyancing, Criminal, Litigation, Divorce, etc.

 

A law type is referenced for each matter during client/matter maintenance to indicate the type of law that the matter concerns.

 

Law Type Maintenance is accessed from:

  • Time Billing Code Maintenance menu.

 

PROCEDURE

 

Select Law Type Maintenance from the Time Billing Code Maintenance menu. The law type maintenance screen displays.

 

LAW TYPE MAINTENANCE SCREEN DISPLAY

┌────────────────────────────────────────────────────────────────────────────────┐
│08/09/07                       The Ideal Law Firm                               â”‚
│                              LAW TYPE MAINTENANCE                              â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│   LAW TYPE                   ____                                              â”‚
│                                                                                â”‚
│ 1 LONG DESCRIPTION                                                             â”‚
│ 2 SHORT DESCRIPTION                                                            â”‚
│ 3 G/L CODE INCREMENT                                                           â”‚
│ 4 DISB WRITE-OFF G/L CODE                                                      â”‚
│ 5 DISB PREMIUM G/L CODE                                                        â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘

 

LAW TYPE

 

Enter a law type code (up to 4 characters).

 

To add a new code see ADD A CODE. To view or modify an existing code see MODIFY AN EXISTING CODE.

 

 

[F4] to exit to menu.

 

[F5] to display list of existing codes for selection.

 


ADD A CODE

 

If you enter a code which is not defined the following prompt displays.

 

** NOT ON FILE. DO YOU WANT TO ADD ? (ENTER=YES/F2=NO):

 

[Enter] to add a new code.

 

The program will step you through each field (see FIELDS below). Once all fields have been entered, the following prompt is displayed:

 

 

** OK TO UPDATE? (ENTER TO UPDATE; F2 TO MODIFY; F4 TO BYPASS):

 

[Enter] to accept and update.

 

[F2] to modify.

 

See MODIFY AN EXISTING CODE below.

 

 

[F4] to not add the code and return to CODE field.

 

[F2] to not add a new code.

 

You may enter a different NEW code, an existing code or press [F4] to exit.

 

 

 

MODIFY AN EXISTING CODE

 

If you enter an existing code the following prompt is displayed.

 

** ENTER FIELD NUMBER TO MODIFY, ENTER TO CONTINUE, 'D' TO DELETE:

 

Enter the number of the field you wish to modify.

 

[Enter] to clear the display and return to the CODE field.

 

Once you have modified the field data (see FIELDS below) press [Enter] to return to this prompt where you may enter the number of additional fields to modify or press [Enter] again to end modifications.

 

 

[Enter] when modifications are complete.

 

** OK TO UPDATE? (ENTER=UPDATE; F2 TO MODIFY; F4 TO BYPASS):

 

[Enter] to accept changes and update.

 

The file is updated and you are returned to the CODE field.

 

 

[F2] to make additional modifications.

 

You are returned to the FIELD NUMBER prompt above.

 

 

[F4] to cancel changes and return to CODE field.

 

"D" to delete the code.

 

** OK TO DELETE? (Y/N):

 

"Y" to delete the code.

 

"N" to not delete the code.

 

Example Law Type Maintenance display:

┌────────────────────────────────────────────────────────────────────────────────┐
│08/09/07                       The Ideal Law Firm                               â”‚
│                              LAW TYPE MAINTENANCE                              â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│   LAW TYPE                   WILL                                              â”‚
│                                                                                â”‚
│ 1 LONG DESCRIPTION           WILLS                                             â”‚
│ 2 SHORT DESCRIPTION          WILL                                              â”‚
│ 3 G/L CODE INCREMENT         01                                                â”‚
│ 4 DISB WRITE-OFF G/L CODE    007100                                            â”‚
│ 5 DISB PREMIUM G/L CODE      007400                                            â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│                                                                                â”‚
│** ENTER FIELD NUMBER TO MODIFY; ENTER TO CONTINUE; 'D' TO DELETE:              â”‚
│                                                                                â”‚
└────────────────────────────────────────────────────────────────────────────────┘

 

FIELDS

 

1 LONG DESCRIPTION

 

Enter a description of law type (up to 30 characters).

 

[F3] to return to the previous field.

 

[F5] to display list of law types for selection.

 

2 SHORT DESCRIPTION

 

Enter a short description (up to 7 characters).

 

This will be used on most reports.

 

 

[F3] to return to the previous field.

 

[F5] to display list of law types for selection.

 

3 G/L CODE INCREMENT

 

The increment is applied to the fee GL code set up in the lawyer master file. For example, if you set up the lawyer fee GL code as 4010 and the increment for a particular law code as 04, then time entries made for this lawyer for a matter with this law type will be posted to GL account 4014 (4010 + 04 = 4014). This allows you to maintain one GL code for all fees, a GL code by law types or a GL code by lawyer by law types.

 

Enter a 2 digit increment number (00 - 99).

 

[F3] return to the previous field.

 

[F5] to display list of law types for selection.

 

4 DISB WRITE-OFF G/L CODE

 

Enter G/L account code to debit disbursement writeoffs.

 

[F3] return to the previous field.

 

[F5] to display list of G/L account codes for selection.

 

5 DISB PREMIUM G/L CODE

 

Enter G/L account code to credit disbursement premiums.

 

[F3] return to the previous field.

 

[F5] to display list of G/L account codes for selection.