Adding undertakings to matters

This information applies to matters.

Legal Enterprise provides a mechanism for recording the granting of undertakings against matters. This lists all recorded undertakings, any of which can be edited, copied or deleted. Adding undertakings involves, recording a description, an authorising fee earner, a date and a financial value for the undertaking. Undertakings are discharged by recording the date and amount of discharge. All live and discharged undertakings are displayed for the selected account.

To add an undertaking:

1. Under Matter in the navigation pane, click Undertakings.

2. Click Add. The fields are cleared for input.

3. Enter the undertaking details.

   • Matter. Matter code. Defaults to currently selected matter. However, can be typed or found using the lookup.

   • Fee earner. Name of the fee earner dealing with matter.

   • Amount. Amount of undertaking.

   • Date. Date of undertaking.

   • Discharge amount. Amount discharged.

   • Discharge date. Date discharged.

   • Amount outstanding. Amount of undertaking outstanding (i.e. if partially discharged).

   • Undertaking text. Allows you to select standing undertaking text (See Adding library text).

• To clear any changes made, click Reset.

• To cancel the process, click Cancel.

4. Click Save to add the new undertaking.

Note

• Notifications are automatically created when you add undertakings. These act as visual reminders of comments made for undertakings created against matters.