Case Expenses – tracking litigation costs

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Presentation transcript:

Case Expenses – tracking litigation costs PROSECUTORbyKarpel Sunday, December 09, 2018 Case Expenses – tracking litigation costs 2017 Users Group Meeting April 11, 2017 Confidential information

Expert Witnesses Depositions Court Appearances Interviews Certified Documents

MAINTENANCE SETUP Is your maintenance menu’s setup appropriately? Let’s review.

Show/Hide Options Case Tab “Show Expense Module”

USER MAINTENANCE

Expense types

EXPENSE CATEGORIES

EXPENSE CODES

Did you know event codes could trigger expenses?

Associating expenses to a case

Manually adding expenses

Enter an expense code – system will fill in the type, category & description

Assigned User Modify description Miles / Hours Rates Fixed Fee Documents?

Adding expenses from an event

reporting

Case Expense Worksheet

Expense Report

Questions?

9717 Landmark Parkway Drive Suite 200 St. Louis, MO 63127 PROSECUTORbyKarpel Sunday, December 09, 2018 Karpel Solutions 9717 Landmark Parkway Drive Suite 200 St. Louis, MO 63127 314-892-6300 info@karpel.com Laurie Duke Senior Project Manager lduke@karpel.com Confidential information