Cr15 b intellectual property team v1.0

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CR15-B1. Provide an option to print ‘Draft’ watermark on the Client Draft Invoice CR15-B2. MSS print-out - Extend the current description field CR15-B3. Matter search- Provide an option to search by Renewal Date CR15-B4. International filing info should have (Configured) CR15-B5. Matter Status Report CR15-B6. Provide a new report to print all tasks

Software

Lgal.One
Legal 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 Invoice
CR15-B2. MSS print-out - Extend the current description field
CR15-B3. Matter search- Provide an option to search by Renewal Date
CR15-B4. International filing info should have (Configured)
CR15-B5. Matter Status Report
CR15-B6. Provide a new report to print all tasks

CR15-B1. PROVIDE AN OPTION TO PRINT ‘DRAFT’
WATERMARK ON THE CLIENT DRAFT INVOICE
1

CR15-B1. PROVIDE AN OPTION TO PRINT ‘DRAFT’
WATERMARK ON THE CLIENT DRAFT INVOICE
2

CR15-B1. PROVIDE AN OPTION TO PRINT ‘DRAFT’
WATERMARK ON THE CLIENT DRAFT INVOICE
3

CR15-B2. MATTER SLIP SUMMAY PRINT-OUT
EXTEND THE CURRENT DESCRIPTION FIELD
1
In case of Billing description is very long and affects invoice printing, we have a
solution to split string.

CR15-B2. MATTER SLIP SUMMAY PRINT-OUT
EXTEND THE CURRENT DESCRIPTION FIELD
2

CR15-B2. MATTER SLIP SUMMAY PRINT-OUT
EXTEND THE CURRENT DESCRIPTION FIELD
3

CR15-B2. MATTER SLIP SUMMAY PRINT-OUT
EXTEND THE CURRENT DESCRIPTION FIELD
4

CR15-B2. MATTER SLIP SUMMAY PRINT-OUT
EXTEND THE CURRENT DESCRIPTION FIELD
5
To split string, we add keyword ‘newline’ in the passage where we need to split

CR15-B2. MATTER SLIP SUMMAY PRINT-OUT
EXTEND THE CURRENT DESCRIPTION FIELD
6
Here 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’
1
2

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 Fields
2. How to Configure by Report Configuration button
3. How to Print Matter Status Report
3.1. Account Details
3.2. IP Details
3.3. Warehouse Details
3.4. File Closing Details

CR15-B5. MATTER STATUS REPORT
1. How to Configure Matter Status Report Fields
1

CR15-B5. MATTER STATUS REPORT
1. How to Configure Matter Status Report Fields
2

CR15-B5. MATTER STATUS REPORT
1. How to Configure Matter Status Report Fields
3
4

CR15-B5. MATTER STATUS REPORT
2. How to Configure by Report Configuration button
Before 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
1

CR15-B5. MATTER STATUS REPORT
2. How to Configure by Report Configuration button
2

CR15-B5. MATTER STATUS REPORT
2. How to Configure by Report Configuration button
3

CR15-B5. MATTER STATUS REPORT
3. How to Print Matter Status Report
3.1. Account Details
1

CR15-B5. MATTER STATUS REPORT
3. How to Print Matter Status Report
3.1. Account Details
2

CR15-B5. MATTER STATUS REPORT
3. How to Print Matter Status Report
3.1. Account Details
3

CR15-B5. MATTER STATUS REPORT
3. How to Print Matter Status Report
3.2. IP Details
1

CR15-B5. MATTER STATUS REPORT
3. How to Print Matter Status Report
3.2. IP Details
2

CR15-B5. MATTER STATUS REPORT
3. How to Print Matter Status Report
3.2. IP Details
3

CR15-B5. MATTER STATUS REPORT
3. How to Print Matter Status Report
3.3. Warehouse Details
1

CR15-B5. MATTER STATUS REPORT
3. How to Print Matter Status Report
3.3. Warehouse Details
2

CR15-B5. MATTER STATUS REPORT
3. How to Print Matter Status Report
3.3. Warehouse Details
3

CR15-B5. MATTER STATUS REPORT
3. How to Print Matter Status Report
3.4. File Closing Details
1

CR15-B5. MATTER STATUS REPORT
3. How to Print Matter Status Report
3.4. File Closing Details
2

CR15-B5. MATTER STATUS REPORT
3. How to Print Matter Status Report
3.4. File Closing Details
3

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 TASKS
2

CR15-B6. PROVIDE A NEW REPORT TO PRINT ALL TASKS
3

CR15-B6. PROVIDE A NEW REPORT TO PRINT ALL TASKS
Open Matter 35691CA1-1 to check all tasks.

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Cr15 b intellectual property team v1.0

1. Lgal.One Legal Practice solution for Law Firm Change Request 15 CR15-B Intellectual Property Team

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

3. CR15-B1. PROVIDE AN OPTION TO PRINT ‘DRAFT’ WATERMARK ON THE CLIENT DRAFT INVOICE 1

4. CR15-B1. PROVIDE AN OPTION TO PRINT ‘DRAFT’ WATERMARK ON THE CLIENT DRAFT INVOICE 2

5. CR15-B1. PROVIDE AN OPTION TO PRINT ‘DRAFT’ WATERMARK ON THE CLIENT DRAFT INVOICE 3

6. CR15-B2. MATTER SLIP SUMMAY PRINT-OUT EXTEND THE CURRENT DESCRIPTION FIELD 1 In case of Billing description is very long and affects invoice printing, we have a solution to split string.

7. CR15-B2. MATTER SLIP SUMMAY PRINT-OUT EXTEND THE CURRENT DESCRIPTION FIELD 2

8. CR15-B2. MATTER SLIP SUMMAY PRINT-OUT EXTEND THE CURRENT DESCRIPTION FIELD 3

9. CR15-B2. MATTER SLIP SUMMAY PRINT-OUT EXTEND THE CURRENT DESCRIPTION FIELD 4

10. CR15-B2. MATTER SLIP SUMMAY PRINT-OUT EXTEND THE CURRENT DESCRIPTION FIELD 5 To split string, we add keyword ‘newline’ in the passage where we need to split

11. CR15-B2. MATTER SLIP SUMMAY PRINT-OUT EXTEND THE CURRENT DESCRIPTION FIELD 6 Here is the report after split string

12. 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’ 1 2

13. CR15-B3. MATTER SEARCH - OPTION TO SEARCH BY RENEWAL DATE Select this searched matter > go to Filing Info tab to check Renewal Date 3

14. 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 Fields 2. How to Configure by Report Configuration button 3. How to Print Matter Status Report 3.1. Account Details 3.2. IP Details 3.3. Warehouse Details 3.4. File Closing Details

15. CR15-B5. MATTER STATUS REPORT 1. How to Configure Matter Status Report Fields 1

16. CR15-B5. MATTER STATUS REPORT 1. How to Configure Matter Status Report Fields 2

17. CR15-B5. MATTER STATUS REPORT 1. How to Configure Matter Status Report Fields 3 4

18. CR15-B5. MATTER STATUS REPORT 2. How to Configure by Report Configuration button Before 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 1

19. CR15-B5. MATTER STATUS REPORT 2. How to Configure by Report Configuration button 2

20. CR15-B5. MATTER STATUS REPORT 2. How to Configure by Report Configuration button 3

21. CR15-B5. MATTER STATUS REPORT 3. How to Print Matter Status Report 3.1. Account Details 1

22. CR15-B5. MATTER STATUS REPORT 3. How to Print Matter Status Report 3.1. Account Details 2

23. CR15-B5. MATTER STATUS REPORT 3. How to Print Matter Status Report 3.1. Account Details 3

24. CR15-B5. MATTER STATUS REPORT 3. How to Print Matter Status Report 3.2. IP Details 1

25. CR15-B5. MATTER STATUS REPORT 3. How to Print Matter Status Report 3.2. IP Details 2

26. CR15-B5. MATTER STATUS REPORT 3. How to Print Matter Status Report 3.2. IP Details 3

27. CR15-B5. MATTER STATUS REPORT 3. How to Print Matter Status Report 3.3. Warehouse Details 1

28. CR15-B5. MATTER STATUS REPORT 3. How to Print Matter Status Report 3.3. Warehouse Details 2

29. CR15-B5. MATTER STATUS REPORT 3. How to Print Matter Status Report 3.3. Warehouse Details 3

30. CR15-B5. MATTER STATUS REPORT 3. How to Print Matter Status Report 3.4. File Closing Details 1

31. CR15-B5. MATTER STATUS REPORT 3. How to Print Matter Status Report 3.4. File Closing Details 2

32. CR15-B5. MATTER STATUS REPORT 3. How to Print Matter Status Report 3.4. File Closing Details 3

33. 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

34. CR15-B6. PROVIDE A NEW REPORT TO PRINT ALL TASKS 2

35. CR15-B6. PROVIDE A NEW REPORT TO PRINT ALL TASKS 3

36. CR15-B6. PROVIDE A NEW REPORT TO PRINT ALL TASKS Open Matter 35691CA1-1 to check all tasks.

37. Lgal.One Legal Practice solution for Law Firm

Cr15 b intellectual property team v1.0

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