Can the paperclip trigger an alert that there is a paper clip to use

QUESTION: Can the paperclip trigger an alert that there is a paper clip to use? When does paperclip show? How do we use the paperclip most effectively?

RESPONSE: The paperclip is like a sticky note attached to an object therefore it will launch before the object it is attached to. For example, if the paperclip is for a client, then when the user accesses client properties, the paper clip is launched first and on OK to exit the paper clip the client properties is opened.

The client level paperclip is used for notes that will apply on client properties relevant functions – for example activating a client (or closing it) and/or on new matter creation and/or when updating its properties. The matter level paperclip is used for notes that will apply on matter properties relevant functions – for example changing the status of the matter and/or when updating its properties.

If the paperclip content is invoice preparation related , for example it includes invoice instructions that did not have a specific field for its value, the information should be added to the invoice instruction field at the client or matter level depending on how it should be used. Invoice instruction content is visible on invoice creation and part of the invoice preparation process. More extensive billing guidelines can be added to the client-matter dashboard as this also accessible during invoice preparation.

If the paper clip content is more in the form of a matter status or matter summary format, the permanent notes on the client matter dashboard can capture this type of information.

If the paper clip content is more of in context of a credit limit, worked value budgets or collection requirements, then use of BPR rules and related fields as triggers would be most effective.

In summary, depending on the intended content and how it will be used, there are different locations to consider