Legal Aid - Matter List Report

03/09/2024
Knowledge

How To

Location: LEAP Menu > Other > Legal Aid - Reports > Matters > Matter List.

Purpose: Provides a comprehensive overview of matters being handled under legal aid arrangements. The report includes essential matter details such as the client's name, unique file number (UFN), the Matter Type and the Status of the matter, as well as the Person Responsible and Personal Acting for the matter.

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To ensure inclusion in this report, the below criteria must be met:

1. The matter must pertain to legal aid arrangements, such as family & care, criminal and immigration.

2. Within the 'Matter Details' window under the 'Accounting' tab, 'Legal Aid' must be selected as the billing mode. See below.

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3. The 'Legal Aid Details' window must include the selection of the Legal Aid rate. See below.

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Report Filters:

Status	Displays matter containing the selected 'Matter Status'. Note: If ’Archived’ is selected then Archive Date will also be displayed.
Matter Type	Displays matters that fall under the selected 'Matter Type'.
Person Responsible	Displays matters containing the selected 'Person Responsible'.
Person Acting	Displays matters containing the selected 'Person Acting'.

Report Fields:

Matter No	The matter number.
Client	The client's name.
UFN	It stands for 'Unique File Number'. Sourced from the matter's 'Legal Aid Details' window, the number comprises three components: The Date Opened: Presented in the format day-month-year (ddmmyy). You have the option to update the 'Date Opened', and when modified, the first component of the UFN will be automatically adjusted accordingly. A Separator ('/'): Serving as a divider between the components. A Numerical Identifier: This is a sequential number that follows the date component. For instance, a UFN could appear as 010224 / 002. See below.
Status	The matter status.
Matter Type	The matter type.
Matter Description	The matter description.
Instruction Date	Displays the 'Date Opened' within the 'Legal Aid Details' window.
DSCC No	The ‘DSCC Number’ from the 'Legal Aid Details' window.
Order No	The ‘Rep Order/LA Order No.’ from the 'Legal Aid Details' window.
Order Date	The ‘Rep Order Date/LA Order Date’ from the 'Legal Aid Details' window.
Person Responsible	The Person Responsible for the matter.
Person Acting	The Person Acting for the matter.
Archived Date	If a featured matter has been archived, displays the date archived. Note: The archived date is retrieved from the 'Archive Management' window of the specific matter. To access this information, navigate to the matter's 'Details and Correspondence' tab, click on the three dots at the top right corner, and select 'Archive Management'.

Report Example:

This report can be exported but for the best results exporting to Excel allows the report to be interrogated.

Last Modified Date

3/09/2024 12:19 am

Title

Legal Aid - Matter List Report

URL Name

Legal-Aid-Matter-List-Report

Resolution