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HotDocs Variables for eCounsel Document Assembly Table 17-18

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HotDocs Variables for eCounsel Document Assembly Table 17

Variable Name

Description

Module/Tab/Field

Table/Field

mat_invdet_adjustmentamount

The dollar amount that will be added to or subtracted from the original amount due to manually entered adjustments on an invoice line item.

Invoices/Matter/Invoice Detail/Adjustment Amount

InvoiceDetail/AdjustmentAmount

mat_invdet_adjustmentdate

The date an adjustment was applied to a line item on an invoice.

Invoices/Matter/Invoice Detail/Adjustment Date

InvoiceDetail/AdjustmentDate

mat_invdet_adjustmentdate_datetype

The date (formatted as YYYY/MM/DD by default) that an adjustment was applied to a line item on an invoice.

Invoices/Matter/Invoice Detail/Adjustment Date

InvoiceDetail/AdjustmentDate

mat_invdet_billingentity

The full name of the entity for which the invoice has been created.

Invoices/Base Info/Vendor

Invoice/BillingEntity_EID

mat_invdet_comments

Any comment concerning an invoice line item.

Invoices/Matter/Invoice Detail/Comments

InvoiceDetail/Comments_ID

mat_invdet_costtype

A category to indicate the type of work being performed that is being invoiced for a matter.

Invoices/Matter/Invoice Detail/Cost Type

InvoiceDetail/CostType_CD

mat_invdet_expense

A code to designate the type of expense that is being invoiced.

Invoices/Matter/Invoice Detail/Expense Type

InvoiceDetail/Expense_CD

mat_invdet_hoursorunits

The number of hours or units that are being billed on an invoice.

Invoices/Matter/Invoice Detail/Hours Units

InvoiceDetail/HoursOrUnits

mat_invdet_invoiceamount

The amount that the vendor is billing to the company after any adjustments and discounts have been applied.

Invoices/Base Info/Invoice Amount

Invoice/InvoiceAmount

mat_invdet_invoicedate

The date an invoice was submitted.

Invoices/Base Info/Date

Invoice/InvoiceDate

mat_invdet_invoicedate_datetype

The date (formatted as YYYY/MM/DD by default) that an invoice was submitted.

Invoices/Base Info/Date

Invoice/InvoiceDate

mat_invdet_invoicenumber

An identifier for an invoice.

Invoices/Base Info/Invoice #

Invoice/BillingEntityInvoiceNumber

mat_invdet_invoicestatus

The status (such as In Process) of an invoice.

Invoices/Base Info/Status

Invoice/InvoiceStatus_CD

mat_invdet_lineitemamount

The amount that the vendor is billing to the company after any adjustments/discounts have been applied to an invoice line item.

Invoices/Matter/Invoice Detail/Adjusted Amount

InvoiceDetail/LineItemAmount

mat_invdet_lineitemdate

The date the work that is being invoiced was performed for a matter.

Invoices/Matter/Invoice Detail/Line Item Date

InvoiceDetail/LineItemDate

mat_invdet_lineitemdate_datetype

The date (formatted as YYYY/MM/DD by default) that the work that is being invoiced was performed for a matter.

Invoices/Matter/Invoice Detail/Line Item Date

InvoiceDetail/LineItemDate

mat_invdet_lineitemnumber

An internal identifier for a line item on an invoice.

N/A (Internal field)

InvoiceDetail/LineItemNumber

mat_invdet_originalamount

The dollar amount that the vendor is billing to the company for a line item on an invoice.

Invoices/Matter/Invoice Detail/Original Amount

InvoiceDetail/OriginalAmount

mat_invdet_phase

An Association of Corporate Counsel (ACC) category for a legal code for work being performed that is being invoiced.

Invoices/Matter/Invoice Detail/Phase

InvoiceDetail/Phase_ID

mat_invdet_professional

The name of the person performing the work that is being invoiced for a matter.

Invoices/Matter/Invoice Detail/ Professional

InvoiceDetail/Professional_EID

mat_invdet_professionalvendor

The full name of the entity for which the professional is billing for a line item on an invoice.

Invoices/Matter/Invoice Detail/Vendor

InvoiceDetail/ProfessionalVendor_EID

mat_invdet_rate

The amount per hour or unit that is being billed on an invoice.

Invoices/Matter/Invoice Detail/Rate

InvoiceDetail/Rate

mat_invdet_task

The type of work performed within the phase that is being invoiced.

Invoices/Matter/Invoice Detail/Task

InvoiceDetail/Task_ID

mat_lawarea

The area of law associated with a matter.

Matters/Base Info/Law Area

Matter/Law_CD

mat_lawsubarea

A sub-classification within the area of law for a matter.

Matters/Base Info/Law Subarea

Matter/SubLaw_CD

mat_legalsection

The legal section (such as Litigation) for a matter.

Matters/Base Info/Legal Section

Matter/LegalSection_CD

mat_litigated

An indication of whether the Dispute tab should appear for the matter.

Matters/Base Info/Litigated

Matter/Litigated

 

 HotDocs Variables for eCounsel Document Assembly Table 18

Variable Name

Description

Module/Tab/Field

Table/Field

mat_litigation_caseprecedent

An indication of whether the case sets a corporate or legal precedent.

Matters/Dispute/Case Precedent

MatterLiitigation/CasePrecedent

mat_litigation_classaction

An indication of whether the case is a class action suit.

Matters/Dispute/Class Action

MatterLitigation/ClassAction

mat_litigation_comments

Any comments entered concerning the dispute for a matter record.

Matters/Dispute/Comments

MatterLitigation/Comments_ID

mat_litigation_counterclaims

An inidcation of whether counter claims have been filed.

Matters/Dispute/Counter Claims

MatterLitigation/CounterClaims

mat_litigation_court

The name of the governmental entity in which the case is being heard.

Matters/Dispute/Court Forum

MatterLitigation/Court_EID

mat_litigation_crossclaims

An indication of whether the case has cross claim cases filed.

Matters/Dispute/Cross Claims

MatterLitigation/CrossClaims

mat_litigation_directorofficer

An indication of whether a director/officer is involved in the case.

Matters/Dispute/Director Officer

MatterLitigation/DirectorOfficer

mat_litigation_disposedate

The date the status was updated.

Matters/Dispute/Date

MatterLitigation/DisposeDate

mat_litigation_disposedate_datetype

The date (formatted as YYYY/MM/DD by default) that the status was updated.

Matters/Dispute/Date

MatterLitigation/DisposeDate

mat_litigation_disposetype

The status (such as Arbitration) of the dispute.

Matters/Dispute/Status Type

MatterLitigation/DisposeType_CD

mat_litigation_docket

The identifier for the case.

Matters/Dispute/Case Docket #

MatterLitigation/Docket

mat_litigation_filedate

The date the case was filed.

Matters/Dispute/Date Filed

MatterLitigation/FileDate

mat_litigation_filedate_datetype

The date (formatted as YYYY/MM/DD by default) that the case was filed.

Matters/Dispute/Date Filed

MatterLitigation/FileDate

mat_litigation_incidentlocation

The area in which the SOL is calculated.

Matters/Dispute/Location

MatterLitigation/IncidentDate

mat_litigation_jurytrial

An indication of whether the case is tried by a jury.

Matters/Dispute/Jury Trial

MatterLitigation/JuryTrial

mat_litigation_litigationtype

The classification for the case.

Matters/Dispute/Type

MatterLitigation/LitigationType_CD

mat_litigation_mediacoverage

An indication of whether the media has been involved in the case.

Matters/Dispute/Media Coverage

MatterLitigation/MediaCoverage

mat_litigation_ourrole

The role (such as Defendant) of your company in the case.

Matters/Dispute/Our Role

MatterLitigation/OurRole_CD

mat_litigation_prioritycase

An indication of whether the case is of high priority.

Matters/Dispute/Priority Case

MatterLitigation/PriorityCase

mat_litigation_solcomments

Any additional information. For example, if the parties have agreed to toll the SOL (effectively creating a longer time period in which the lawsuit can be filed), the information can be entered here.

Matters/Dispute/SOL Comments

MatterLitigation/SOLComments_ID

mat_litigation_solenddate

The last date a lawsuit can be filed.

Matters/Dispute/SOL Expires

MatterLitigation/SOLEndDate

mat_litigation_solenddate_datetype

The last date (formatted as YYYY/MM/DD by default) that a lawsuit can be filed.

Matters/Dispute/SOL Expires

MatterLitigation/SOLEndDate

mat_litigation_sollength

The number of years the Statute of Limitations (SOL) is in effect.

Matters/Dispute/Period (Years)

MatterLitigation/SOLLength

mat_litigation_solstartdate

The first date on which the issue can be filed as a lawsuit. The SOL determines how long a Plaintiff can wait to file a lawsuit. The time period varies from state to state.

Matters/Dispute/SOL Begins

MatterLitigation/SOLStartDate

mat_litigation_solstartdate_datetype

The first date (formatted as YYYY/MM/DD by default) on which the issue can be filed as a lawsuit. The SOL determines how long a Plaintiff can wait to file a lawsuit. The time period varies from state to state.

Matters/Dispute/SOL Begins

MatterLitigation/SOLStartDate

mat_longname

The name of a matter in its entirety.

Matters/Base Info/Long Matter Name

Matter/Long_MatterName_ID

mat_mattername

The name of a matter as it will appear in all lists in Bridgeway Suite.

Matters/Base Info/Matter Name

Matter/MatterName

mat_matternumber

The identifier assigned to a matter.

Matters/Base Info/Matter Number

Matter/MatterNumber

mat_mattertype

The classification (such as Contracts/Agreements) of a matter.

Matters/Base Info/Matter Type

Matter/Matter_CD
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