TeamConnect® Legal Matter Management has the following custom tools:

•Invoice Validation Rule Settings—Allows you to activate or deactivate invoice validation rules. For more details, see the CSM Configuration Guide.

•Default Settings—Allows you to set the budgeting mode for the entire system.

•Map Service of Process—Allows you to map SOP actions, agents, and targets. For more details, see the SOP 1.0 Installation and Configuration Guide.

•Time Entry Tool—Allows you to manage timekeepers' entries.

The Month field references the Fiscal Period custom lookup table, which includes all twelve months. The default fiscal period is January.

Important: The month should be set before any dispute or transaction records are created. Alternatively, the month can be set just before running the Fiscal Year Tool.

Default Settings

By default, all the following check boxes in the Budget for section are selected:

•Outside Counsel Legal Fees

•Outside Counsel Legal Expenses

•Expert or Other Vendors Fees

•Expert or Other Vendor Expenses

•Internal Expenses

•Settlements or Awards

•Internal Time

Each dispute or transaction record will have corresponding accounts automatically created for each item selected in the Budget for section.

By default, Do not budget by fiscal period is selected in the Extend budget level by section. Corresponding fiscal period accounts are created for each dispute or transaction record when the one of the following options are selected:

•Annually

•Annual+Quarter

•Annual+Month

For example, if Internal Time is selected in the Budget for section and Annual+Month is selected in the Extend budget level by section, the following corresponding accounts are created for each dispute or transaction record:

•Internal Fees

•Internal Fees : Annual (one for each fiscal year)

•Internal Fees : Monthly (twelve for each fiscal year)