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Client and or Matter has two primary contacts also billing contacts, only one is used with the invoice, others must be carbon copies -
Enter 1,000 persons for conflict potential - Law Society requirement re Canadian Sanctions Related to Russia and Belarus -
Functional Licensing Options - Working with matter-level shareable roles (split responsibility) -
Global name and person profile (individual to business) changes across the same person (clients) which exists multiple times in the dataset -
Group client structure set-up and use case -
How to make a member available for any role regardless of the firm of the matter -
How to delete, reuse or destroy a Matter created in error -
Is the client's postal address mandatory as a system level option -
Matter name and Re: Line Content Converted - Loss of Capitalized Names within - Modifications or Reconversion -
Matter search results default to top 20. Refinement of search for most effective or if additional information is not known, expand the limit -
Member alumni other party counsel - Use of inactive member properties and presentation on search and potential conflict results -
Modifications to client or matter level role compositions - responsible, billing etc. in context of effective date -
Need to add a C/O to the billing contact and potentially change the billing address -
Override for Matter/File-Close Process when Notes are preventing close -
Pro bono non-chargeable work entered in a billable matter as chargeable time entries cannot be transferred to a non-chargeable matter -
Renumber duplicate matter number assigned -
Rate categories and special client, matter and/or time code rates -
AR vs statement of account contact - difference and use case - SOA contact update to existing invoices and calculated SOAs -
Unable to delete a member rate for a client -
Statement of Account – Impact of Changes to the Contact in Client or Matter Properties -
Client Status, Matter Status and know your client confirmation of compliance with firm policy -
Matter level options to prevent working members from entering more time after a limit is reached -
Inquiry on setting the same person as a contact with multiple addresses within Acumin -
Change matter number logic from client-matter to unique-matter to match document management configuration -
Transfer a matter from one client to another -
Duplicate Matter for the same Client -
Removal of special client or matter rates -
Can the paperclip trigger an alert that there is a paper clip to use -
How to get the e-billing tab to show within matter properties -
Questions for Rate Changes -
Temporary Matter Limitations -
Client-matter rate category changes -
Client Merge - Process to merge two clients into one -
Use of client matter information export to excel - creating a mailing list -
Change of a client or matter code (number) - security and use of next matter number field in client properties -
Changing ownership/origination for multiple matters -
Assess client AR position when opening a new matter -
Limitations to Activating Closed or Inactive Matters -
Can a matter number included alpha-numeric or special characters? -
What date is presented in the Destruction Date field in Matter properties -
Options to increase the performance of the Search Tool in your environment -
Lock visible next to the contact's name in the Client Properties form -
Matter - Use of the Highly Confidential flag during file intake and relationship to restricted matters -
Where to note fee quotes and/or retainers in Acumin so they are visible to leverage when billing