CRM6 and CRM7 checklist
Updated Mar 16th, 2021
Who is this guide for?
Accounts Users, Accounts Supervisors and Case Workers
If matter requiring billing on the CRM6 or CRM7 is not appearing on the list of matters awaiting billing then you can follow this process.
The reason for this is because some essential information is missing or has been incorrectly set; check that each of the following are set up correctly for the matter:
Step 1
The matter has a UFN (you need to select matter type Legal Aid and then select the appropriate Franchise Category in order for the UFN field to be available)
Step 2
The time postings have been entered using an appropriate Remuneration Type, and that any other disbursements you have incurred have been posted to the client ledger. If you print the Billing Guide report it will show the Remuneration Type for each posting:
- Prison Law use PRISAA or PRISADV
- Investigations Class use CRIMAA, CRIMAAP or CRIMWFD
- Proceedings Class use CRIMAASCRO, CRIMAAMC, CRIMCDS, CRIMRMC, CRIMRHC
- Appeals & Reviews use ARAA or ARRDC
Step 3
Case Management > Contract Work Forms. Ensure that the Personal Data page is filled in:
Step 4
Again on the Contract Work Forms, ensure that an Outcome code has been selected for the appropriate Class. If the LAA do not require an Outcome code select ‘None’
Step 5
Case management > Contract Work Forms. Ensure that on the Class Completion page, the date is entered against the appropriate Class and the Reporting status is set to No
Step 6
The CRM6 report is run by branch; ensure that you are selecting the same branch as the matter is set up for.
Step 7
If a Proceedings Class matter exceeds the higher limit for Standard Fees there will be a memo entry on the list of matters for CRM6, showing the matter flagged for CRM7, you will need to select the CRM7 report in order to bill this matter off.
