Entering limitation dates
Simplified menu - Click Daily Activities, Clients and Matters, Limitation Diary
Standard menu - Click Clients/Contacts menu, Limitation Diary
Classic menu - Click File Maintenance, Limitation Diary
Limitation date entries are recorded in the Limitation Diary. The Limitation Diary can be used as a notification system for anything you require, but it is commonly used as a reminder system for appointments such as court dates.
To automatically print the limitation diary entries when the program is started, enable the option AutoPrint Limitation Diary in System Settings. 1-day notifications, 7-day notifications, 30-day notifications, 60-day notifications and 180-day notifications will print.
Select the Client/Matter the diary entry is associated with.
Select the limitation date Code.
Enter the Due Date.
Select the Assigned lawyer or press F5 to display a list of lawyers to choose from.
Enter a Description or press F5 to select from a list.
Enter the Court location and additional notes. Click Quickfill to automatically insert frequently-used text in the notes.
Click Save .
Tips
You can also enter limitation dates for a client/matter in the Clients and Matters screen by clicking the Limitation Diary tab.
Use the Limitation types screen to enter your own limitation types, specifying the number of days for their occurrence.
If a 1-day notification date falls on a Saturday, Sunday or holiday, the notification will print on the last working day before that date.