cr15 b intellectual property team v1.0

Lgal.OneLegal Practice solution for Law Firm

Change Request 15

CR15-B Intellectual Property Team

CR15-B. Intellectual Property Team CR15-B1. Provide an option to print ‘Draft’ watermark on the Client Draft InvoiceCR15-B2. MSS print-out - Extend the current description fieldCR15-B3. Matter search- Provide an option to search by Renewal DateCR15-B4. International filing info should have (Configured)CR15-B5. Matter Status ReportCR15-B6. Provide a new report to print all tasks

CR15-B1. PROVIDE AN OPTION TO PRINT ‘DRAFT’ WATERMARK ON THE CLIENT DRAFT INVOICE

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CR15-B2. MATTER SLIP SUMMAY PRINT-OUT EXTEND THE CURRENT DESCRIPTION FIELD

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In case of Billing description is very long and affects invoice printing, we have a solution to split string.


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To split string, we add keyword ‘newline’ in the passage where we need to split


6Here is the report after split string

CR15-B3. MATTER SEARCH - OPTION TO SEARCH BY RENEWAL DATE

To search by Renewal Date, we enter date range (eg. 01/01/2015) in search field then select ‘Search Renewal Date at 01/01/2015’

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CR15-B3. MATTER SEARCH - OPTION TO SEARCH BY RENEWAL DATE

Select this searched matter > go to Filing Info tab to check Renewal Date 3

CR15-B5. MATTER STATUS REPORT

Matter Status Report is used to show the state of matters list. From the report, we have an overview about relevant information as lawyer-in charge, client, member,… of matters.1. How to Configure Matter Status Report Fields2. How to Configure by Report Configuration button3. How to Print Matter Status Report

3.1. Account Details3.2. IP Details3.3. Warehouse Details3.4. File Closing Details

CR15-B5. MATTER STATUS REPORT1. How to Configure Matter Status Report Fields

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CR15-B5. MATTER STATUS REPORT2. How to Configure by Report Configuration buttonBefore printing the Matter Status Report, we can configure the report to set the Size of each column appropriately on report. Beside, we can check/uncheck in Active field for which column shall be showed/hidden on report

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CR15-B5. MATTER STATUS REPORT2. How to Configure by Report Configuration button

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CR15-B5. MATTER STATUS REPORT2. How to Configure by Report Configuration button

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CR15-B5. MATTER STATUS REPORT3. How to Print Matter Status Report

3.1. Account Details1


3.2. IP Details1


3.2. IP Details2


3.2. IP Details3


3.3. Warehouse Details1


3.4. File Closing Details1

CR15-B6. PROVIDE A NEW REPORT TO PRINT ALL TASKS

Tasks Report is the report to print all tasks We can select condition according to matter, name assigned or status. 1

CR15-B6. PROVIDE A NEW REPORT TO PRINT ALL TASKS2


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Open Matter 35691CA1-1 to check all tasks.

Lgal.OneLegal Practice solution for Law Firm

cr15 b intellectual property team v1.0

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