Mandatory setup of responsibility fields

This enhancement introduces two methods to configure the responsibility fields on a project/matter, at contract and project level.

Contract responsibilities

Feature management

On the project/matter contract form, the visibility of the “Matter relationship partner”, “Matter timekeeper” and “Matter partner” fields are now controlled using feature management. Specifically, the feature to enable is “(evergreen) “Enable mandatory project contract responsibilities”

Project/matter responsibilities

Matter management accounting module >> setup >>Matter management accounting parameter >> responsibilities.

Feature management

On the project/matter form, the visibility of the Matter relationship partner, Matter timekeeper and Matter partner fields are now controlled using feature management. Specifically, the feature to enable is “(evergreen) “Enable mandatory matter responsibilities”:

Workspace >> Feature management >> Filter (evergreen) Enable mandatory matter responsibilities

Parameter set-up

In the Legal product, these fields are all mandatory by default whereas in the ProServe product, none of them are mandatory. To provide more flexibility in either product, the mandatory set up has been parameterised using a new tab on the main parameter screen in the project/matter accounting module.

Matter management accounting module >> setup >>Matter management accounting parameter >> responsibilities

Impact on existing customers

Project/Matter responsibilities

Existing legal customers must enable feature management “(evergreen) Enable mandatory matter responsibilities” to see the following fields in the Matter form:

• Matter relationship partner
• Matter fee earner
• Matter partner

Contract Responsibilities

Existing legal customers must enable feature management “(evergreen) Enable mandatory matter responsibilities” to see the below fields in the Matter form.

• Matter contract timekeeper
• Matter contract Partner
• Collection agent