Helpdesk

For each councils, protocols have been updated in Expert’s client information page, and a Legal Services Mailbox has been created, linking the relevant email addresses. 

WHAT YOU NEED TO DO 

IN EXPERT 

After setting up the primary client contact in your new matter: 

1. Click onAdd(to include a secondary contact)
2. Searchfor a new Client Contact
3. Scroll down toand selectLegal Services Mailbox
4. Click onOK
5. inClient Type Codeselect “secondary”
6. Click onOK
7. Click onOK

IN WORD – set up a CIP 

What is a CIP: 

A CIP is used to create and store matter specific contact details that can be used when generating correspondence templates.  This saves time as selecting a contact from a CIP will prepopulate the template questionnaire with the relevant contact details, including the ‘heading for correspondence’ which may be unique to that contact. 

Accessing and using the CIP: 

1. Select CIP from the Word Ribbon:
2. Enter your Matter Number.  If the matter does not have a CIP, you will be asked if you would like to create one.  If a CIP has previously been created, you can make edits to any existing contacts and add or remove contacts here. 

TIP: When exiting the CIP Questionnaire, you have the option to ‘Exit and Generate CIP Document’ which will create a Word Document with the Contact information details. 

3. Once a CIP has been created, when generating a correspondence template on the matter you will have theoptionto select contact(s) from CIP:

TIP: For templates that allow more than one recipient, you can select multiple contacts from the ‘Select Contact’ window and reorder their appearance being using the arrows in the table below: