The Actions Menu
Where do I go for data entry? How do I enter information for my matter?
Mike Jackson
Last Update 4 years ago
The Actions menu lives on every page of the matter. You will always find it on the top right-hand side. It is your navigation menu. It will take you to all of the data entry pages, process management tools and document storage that relate to the matter.
A sample “Sale” Actions menu is as follows:
Data Entry
The data entry fields are located in the following Action menu items:
Appointment
Address
Amendments
Contract
Conditions and Additional Terms
Lawyers
New Mortgages (Purchase / Refinance)
Existing Mortgages (Sale / Refinance)
Owners (Refinance)
Purchase Price (Purchase / Sale)
Realtors
Seller/Buyer (Purchase / Sale)
Taxes
Titles
Witnesses
Reports and File Information (and some Data Entry)
Fee Estimation
Documents
Statement of Adjustments
Net Proceeds (Sale / Refinance)
Cash to Bring (Purchase)
Follow Up Tasks
Communication
Portals
Import Data
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