Create New Claims Matter

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Need a reminder? Use the Quick Reference Guide.

Need more details? Check out the Standard Guide.

Quick Reference Guide

There are 5 steps to complete this task:

1. Open the Claims module.

2. Press New.

3. In the New File window, press Auto.

4. In the New Claims Entry window, fill out all mandatory fields.

5. Press Save.

Standard Guide

Step 1. Open the Claims module.

There are 2 ways to open this module.

1-Step Option:

Press the Claims icon on the Global Toolbar.

2-Step Option:

1. On the Menu Bar, press File.
2. Press Claims.

Step 2. Press New.

The New button is located in the bottom-left corner of the screen.

Step 3. Press Auto in the New File window.

A New File window appears on completing Step 2. Press the Auto button to automatically generate a File Number for the new matter in accordance with the naming convention of your office.

Step 4. Fill out the mandatory fields in the New Claims Entry window.

A New Claims Entry window appears on completing Step 3. Fill out the mandatory fields for the matter.

Looking for field descriptions?

Check out the New Claims Entry Field Description Guide.

Mandatory fields are marked with an asterisk (*). The new claim cannot be saved until values for these fields are provided. A Warning window will appear if you try to save a new claim without values in these fields.

You can navigate from field to field using Tab and Shift + Tab, and can cycle through drop-down lists with the up and down arrow keys.

 

Step 5. Press Save.

The Save button is located in the bottom-right corner of the New Claims Entry window.

After saving, the Basic Tab of your new Claims matter will appear.

New Claims Entry
Field Description Guide

• Title
• Paralegal (Para)
• Attorney
• Outside Counsel (OS Counsel)
• Staff
• Team
• CL Track
• Cross Reference (Cross Ref)
• Type
• Category
• Cause
• Jurisdiction
• Insurance File Number (Ins File #)
• Open Date
• Incident
• Filed
• Served (S.O.L.)
• Department (Dept)
• Account
• Short Description (Short Desc)
• Location
• Location Code
• Abstract / Facts of the Case
• Primary Party
• Related Parties
• Witnesses
• Contacts
• Prayer Amount (Prayer Amt)

The configuration of the CLW installation in your office determines which fields are mandatory or disabled, and which fields are visible. If you discover an issue with the field configuration in the New Claims Entry window, please contact your System Administrator.

1. Title

The name of the new matter.

This is a mandatory field.

2. Paralegal (Para)

The paralegal assigned to the matter.

3. Attorney

The attorney to whom the claim was given. If you are an attorney, this field will auto-populate with your username.

4. Outside Counsel (OSC)

Outside Counsel used on the claim.

5. Staff

The staff on the matter, or the staff responsible for managing the entry of this matter.

6. Team

The team to which the matter is assigned.

7. Track

A tracking code to identify the matter handling process.

8. Cross Reference (Cross Ref)

It is possible to cross-reference another matter when creating a new case. See Cross-referencing a matter to learn more.

9. Type

Each Category code has a subset of Type codes. Some examples of type codes are Procurement, Licensing, Civil Rights, Personnel, and Zoning.

10. Category

Category codes separate matters into classifications relevant to your office. Some examples of categories are Contracts, Ordinances, Opinions, and Resolutions.

11. Cause

The cause code for the matter

12. Jurisdiction

The jurisdiction for which this matter is assigned.

13. Insurance File Number (Ins File #)

The insurance file number for this matter.

14. Open Date

The date the matter was opened.

15. Incident

The date of the incident.

16. Filed

The date the matter was filed.

17. Served

The date the matter was served.

18. Department (Dept)

The Department field represents the entity to whom the services of the matter are being rendered.

19. Account

The account to which expenses for this matter are applied.

20. Short Description (Short Desc)

A short description of the matter.

21. Location

This field may be used to note the location of the incident or the lacation of matter files. Check with your System Administrator or Office Manager to confirm how your site uses this field.

22. Location Code

The location code for this matter.

23. Abstract / Facts of the Case

An unlimited text field to enter the matter abstract and/or any additional description of the matter.

24. Primary Party

The primary party, or parties, on this matter. Primary parties typically include the Claimant and Respondent.

25. Related Parties

Parties related to a primary party. Related parties typically include attorneys or others responsible for representing the interests of, or acting as agents for, a primary party.

26. Witnesses

Individuals who may have witnessed the incident or may provide relevant information.

27. Contacts

Additional individuals relevant to the matter that are neither assigned staff, primary parties, related parties, or witnesses.

28. Prayer Amount (CL Prayer Amt)

The amount the Claimant is seeking to resolve the matter.

Article (PDF Version)