Creating a new Crown Court matter

To create a new Crown Court legal aid matter, complete the following steps.

1. Click New Matter
   

2. Select Criminal Crown Court from the list of matter types and enter your matter Description, and click OK
   

3. Enter the relevant Staff details
   

4. Navigate to the Accounting tab and select Legal Aid from the Billing Mode drop-down menu 
   

5. Click OK and assign a client
6. Work through the Personal Details tabs (General, Other, Additional Fields) to enter details about your client

• • General
  • Date of Birth
    
    

7. Navigate along to the Additional Fields tab to enter Disability, Ethnicity
   
    
8. Click Address within the left side panel, enter the address details, and click Save & Close
   

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

9. Once the matter is open click on the Defendant Details table

 

10. Enter the relevant MAAT ID and Rep Order Date

Note:   On AGFS matters the Rep Order Date will determine the rate scheme applied to the matter for time recording and billing purposes

11. You will now need to input the specific legal aid information. Do this from the Details & Correspondence tab, click on the Legal Aid Matter Details button, and enter the relevant information.

12. Once the information has been entered, click Save & Close.

Criminal Crown Court Matter Details