Preventing new matters

Firms need to be able to control who they work for and there are a number of reasons why the decision is made to prevent a client from opening any future matters Where this is the case, a client can be flagged so the users are prevented from opening any new matters.

To prevent new matters:

1. Open the Client and from the client details screen select Actions » Prevent New Matters.
2. The Reason for Preventing New Matters dialog box displays for you to type in the reason.
   
   The reason is stored under the Notes tab. It cannot be deleted or edited and so provides an audit trail.
3. Click OK.
4. An icon now displays on the Client Details towards the top right corner which will advise users of the client's status.

Should an attempt be made to create a new matter, using any of the methods, via Client Details, Add Matter Wizard, an Agenda, it will be blocked:

• If using the Add Matter for Client menu command, it will display as greyed out and be inactive
• If using the Add Matter wizard, the client will not be able to be selected and will have a red exclamation mark against it

Note To use the above facility, users will have to have been given the relevant permission under User Features. In the PMS » Client folder there is a option New Matters - Prevent which needs to be checked to give the user permission. There is also a New Matters - Allow option which will enable users to remove the flag.

At any time you can produce a report of those clients that have been flagged to prevent new matters by going to the Report Manager and running the Prevent New Matters Listing report, located in the PMS » Client folder.