When entering file notes in Matter Workbench the same clauses/sentences are often used.
The Standard clauses feature allows users to store these frequently used clauses and select them from a list rather than re-typing them each time. These standard clauses can also be used as a narration when raising a bill.
Standard clauses can be used in the following areas throughout LawMaster by using the icon:
Outlook > New LawMaster email
Matter Workbench
Mail Room Processing > Classify Document Form
Add Folio
Request / Fault
Reprint Bill
Bill (Request)
In order to use this feature the following fields must be defined in the BC Standard clauses parameter
- Clauses No – This is a four character alphanumeric code which uniquely identifies this clause. If you wish to use the F3 shortcut then clause No’s must be one character only e.g. T or 1-9.
- Remarks – This is a description of the clauses e.g. Telephone Attendance
- Details – This is where the clauses or sentence which is to be used is added e.g. Telephone attendance on
- Document Template – Sets the Document Template when using the standard clauses in Add / Modify Folio, Classify Mail Item and Floating File Note > Save function.
Updated