1. Select New Matter or open the desired matter. 
2. For a new matter, select Immigration > Immigration from the Matter types and complete the required details and select OK
3. In the New Matter- Enter Details window, click the arrow beside Billing mode > Legal Aid Civil - Immigration. Complete the remaining fields and click OK.   
4. The Legal Aid Matter Details - Immigration window will appear. Select the Billing Stage. 

5. Complete all fields required for the relevant billing stage. 
6. Click OK 
7. Assign your client to the Matter (Do I need)

New Time/Fee Entry

1. Select the Time and Fees tab.
2. Click New Time Entry. 
3. Click the arrow to drop down arrow for the Type options and click Select. 
4. Save & Close your New Time Entry.

Mileage/Other Disbursements. 

1. Select the Office Accounting tab > Cost Recovery 
2. In the New Cost Recovery window; enter the appropriate Recovery code.
3. Complete the details click Save & Close. 

Invoice a Legal Aid - Immigration matter

1. Make sure you are in the Office Accounting tab. 
2. Select New Invoice. 
3. Complete the fields, as required by the Legal Aid Agency. 

4. ​Click OK
5. A New Invoice window will be displayed. 
6. Select the status as Final-Printed/Sent to appear in the submission list for the date entered. 
7. You will now need to complete your monthly Bulk Load spreadsheet to submit to the legal Aid Agency. For more information click Legal Aid Civil - Family & care controlled work