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Adding Reserve Information

The Reserves tab allows you to record funds set aside in a case or claim based on the assessed liability of the company involved. In order for a player to authorize reserves, a maximum amount for authorization must first be specified on the person’s Employment tab.

To Add Reserve Information to a Matter:

  1. Open the Matters module and add a new matter or edit a matter record.
  2. On the Reserves tab of the matter’s record, click the  New button.
  3. Enter the appropriate information in the text boxes or select from the dropdown lists.
  4. The reserve can be allocated to separate areas by selecting from the dropdown lists in the Reserve Type 1-4 text boxes. Enter dollar amounts in the fields to the right. eCounsel will calculate the total of these fields and display the result in the Total text boxes.
  5. Click the Current Reserve checkbox to designate the information as current. If the Current Reserve checkbox is not selected, the reserve will be considered historical data.
  6. Click the  Save button to save your changes.
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