Matter Status

For the Corporate Client CounselLink® service user, the matters section of their Home tab shows My Matters, and groupings of matters, where action is required on the matter by the Corporate Client, or the law firm. Any number (except zero) indicates that steps need to be taken, either by the law firm or the Corporate Client.

• My Matters: Matters the Corporate Client CounselLink user has marked as My Matters.
• Pending Resolution: Action needs to be taken on a matter.
• Incomplete Setup: A matter needs additional information.
• Unassigned: The client has not yet offered the matter to a law firm.
• Note: Look in Client Profile and any additional information on that client.
• Awaiting Acceptance: The Law Firm needs to take action by accepting the matter.
• Budget Review Required: Matters with budget waiting for Corporate Client review.

The Corporate Client CounselLink user can use the Matter Status, Law Office, Law Office Status and Budget Status columns. To determine if any action is required for an active matter, perform a matter search and view the columns on the search results page. This status indicates if the matter is active or is pending some action on the part of the client or law firm.

Take the following steps to view the status of the Matter:

1. Click the Matters tab.
2. Enter search criteria in any field and click Search to create a list of matters that match your criteria.
   Note: If only one matter is retrieved, the Matter Overview page opens. There is a Status column in the Law Firm Assignments section of the Matter Overview page.

Refer to the list below to interpret the various Law Office Status types.
NOTE: A LEDES will not upload if the Matter status is any of the ones listed below:

• Fee Structure Change Requested: One of the parties has requested a change to the fee structure at the date indicated. No invoicing is possible with this status.
• Incomplete Budget: The client needs to set up the budget for this matter. No invoicing is possible with this status.
• Modify Fees Change Requested: One of the parties has requested a change to the fees, which is part of a fee structure. No invoicing is possible with this status.
• NA: Not assigned to outside counsel yet. No invoicing is possible with this status. Because law firms can only see matters assigned to the law firm office, matters with this status are only visible to the Corporate Client or Account Care.
• Pending Budget: One of the parties needs to input the budget numbers. No invoicing is possible with this status.
• Pending Removal: The client has requested a law firm remove itself from a matter. No invoicing is possible with this status. Client must complete the removal of the law firm.
• Pending Staffing List Approval: This status means the client must go into the staffing list and approve/decline the provided staffing list. No invoicing is possible with this status.
• Pending Staffing List Request: This status means the law firm must go to the Matter Overview page, click their office link and select staff for this matter. Then the list must be submitted to the client for approval. No invoicing is possible with this status.
• Unaccepted: The corporate client has requested the law firm accept the matter. The law firm finds this matter in the Unaccepted queue on the Home tab. No invoicing is possible with this status.
• Variable Change Requested: Since one of the parties has requested a change to a variable (number of parties, cash value) which is part of a fee structure. No invoicing is possible with this status.
  Note: Do not let the firm calling know the matter has been assigned to another firm. Have the firm contact the client to verify availability of the matter.