Enclosure (1) to COMDTINST 5801.4E
is 15 minutes (.25); G-L requirement for time collection is accuracy within
1 hour. Time spent on each case should be updated at least weekly,
preferably more frequently.
Task (on time entry tab): The task drop down field option LA100 will be used to track
documents. This should include the drafting, execution, notarization and
other tasks associated with document creation. Each task will have a
separate entry from the LA100 drop down menu. At a minimum each case
will contain a task associated with the documents created and/or
information in which you provided support. For example, a will can
encompass an AMD, a draft, a will, and a general power of attorney. By
using the task field, all of these may be tracked in the same matter while
still keeping an accurate count of actual work done.
The below are required in the Entity
Prefix:
The Prefix is the rank of the member. If the client is a dependant, this will
be the rank of his or her sponsor.
Entity Type:
The status, member or dependent, of the client.
Service:
Client or sponsor's armed force affiliation (enter the armed force (Army,
Navy, Air Force, Coast Guard, Marines, or PHS) of the sponsor for
dependent clients; do not use "none").
Sponsor:
Client or sponsor's military status (active, reserve, etc.)
Unit:
The current unit to which the member/sponsor is assigned. If the
information is incorrect for the entity change the information to the correct
unit.
SSN:
Enter the last 4 digits of the person's social security number. This will
help ensure that duplicates are not being added to the database.
Related Entities: If entering a member and dependent into the entity notebook, the
relationship between them must be entered in the Related Entities tab.
b. Other information such as address, phone, notes, documents, etc. may be added as desired and
required for accurate conflict checking and case management.
5. Conflict Checking. Law Manager provides for robust conflict checking using either the entity or
matter notebooks. By performing a search on any name, Law Manager will identify matches with
other entities already entered into the database, but only if the requirements above have been
followed. Using more specific identifiers can provide more detailed results.
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