Legal Aid Civil - Mental Health - Creating a New Legal Aid Matter

02/02/2021
Knowledge

How To

To create a new legal aid Mental Health matter, complete the following steps.

Setting up

Click New Matter
Select Mental Health from the list of matter types, and enter your matter Description.
Click OK
Enter the relevant Staff details
Navigate to the Accounting tab and select Legal Aid from the Billing Mode drop-down menu

Click OK, and assign a client
Enter details about your client. Date of Birth is required for legal aid reporting

Navigate along to the Additional Fields tab to enter Disability, Ethnicity, UCN

Click Address within the left side panel, enter the address details, and click Save & Close

Click Save & Close

Note: Once these details have been initially entered, they will be available matters associated with the client

11. Click Save & Close

12. To enter the relevant legal aid details, click on the Legal Aid Details button, from the Details & Correspondence tab.

13. Complete the required fields and click Save & Close.

Controlled Work Matter

Ensure the matter is assigned to the correct Branch, enter the Date Opened, Procurement Area, Access Point, CLA Exemption code, CLA Reference from the drop-down menus and enter the Schedule Reference

Licensed Work Matter

Ensure the matter is assigned to the correct Branch, enter the Date opened. Other fields that may be relevant to a licensed work matter are LA Order No, LA Order date, Court, Case No, and Transfer date.

Debt Recovery matter details

Field	Description
Branch	If your firm has multiple branches, select the branch that will be responsible for this matter
Date Opened	Date of initial attendance/first instruction on your client.
UFN	Unique File Number. Made up of the date opened and 3-digit case ID. This will uniquely identify a legal aid case (when combined with LAA office account number), DDMMYY/NNN
Rate	Defines if the claims will be costed at London or National hourly rates, and fixed fee
LA Order No	The number that appears on the representation order that grants you to undertake legal aid work on behalf of the client
LA Order Date	The date on the representation order that authorises you to undertake work for your client on this matter
Court	The court where attendance will/or has taken place
Case No	The case reference number allocated by the court for this matter
Procurement Area	The procurement area which reflects the location set out in your office schedule form which work is undertaken
Access Point	The access point which reflects the location set out in your office schedule form which work is undertaken
CLA Exemption Code	Complete if the matter required certain criteria to be satisfied, in order to bring the matter into scope
CLA Reference	Enter the CLA reference number that has been allocated ‘ANNNNN’
ECF Reference	If exceptional case funding has been authorised, record the reference number issued. Must be 9 characters, this will be in the format of ‘NNNNNNNAA’
HPCDS Scheme	Select the Court Location (HPCDS matters), if applicable
Schedule Reference	The firms civil reference number, as specified by the Legal Aid Agency, at the time that this matter was opened
Transfer Date	If the matter has been transferred/will be transferred to/from another firm, enter the date of transfer

Last Modified Date

2/02/2021 4:15 am

Title

Legal Aid Civil - Mental Health - Creating a New Legal Aid Matter

URL Name

Legal-Aid-Civil-Mental-Health-Creating-a-New-Legal-Aid-Matter

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