Learn how to transform an existing intake record into an active legal matter within your dashboard. This guide streamlines the conversion process by detailing the necessary steps to select the appropriate legal area and case type.
1. Step 1: Open the Intake
- Log In
- Access LawAccounting/CaseQube using your secured credentials.
- Navigate to Intake Tab
- Click on/Enter in Intake you are working on
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2. Step 2: Convert Intake to Open Matter
- Click Convert Matter.
- Complete the Open Matter screen:
- Principal Attorney: Select the attorney assigned to the case.
- Matter Team: Select the team supporting the principal attorney.
- Area of Law: Automatically populates based on intake information.
- Case Type: Automatically populates based on intake information.
- Click Save.
- The screen will refresh and open the Matter record. Note that all information entered at the intake stage will carry over to the Matter level.
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