Matter Transfer Utility

The Juris® Matter Transfer Utility may be used to transfer a matter and all of its related information to another client. To utilize the Matter Transfer Utility, perform the following:

1. Important: Perform a Juris backup.

2. Navigate and execute the Juris Matter Transfer.exe file.

   The default location is C:\Program Files\Juris\bin directory.

   

3. Login to the appropriate company using your credentials.

   

4. In the Juris Matter Transfer Utility window, click the binocular button.

   

5. In the Matter Transfer window, click the binocular button on the From side.

   

   You can use the Search In and Method to narrow search results.

6. Enter the search criteria in the Search for of the Client finder.
7. Click the Search Now button.
8. Select the appropriate Client by highlighting.
9. Enter the search criteria for the Matter finder.
10. Click the Search Now button.
11. Select the appropriate Matter for the client.

12. Click the Select button.

    

13. In the Matter Transfer window, click the binocular button on the To side.

    

14. Enter the search criteria in the Search for of the Client finder.
15. Click the Search Now button.
16. Select the appropriate Client by highlighting.

17. In the Matter Code field, type the matter number that you want to transfer to. Note that you cannot enter a code that already exists.

    If you select a Matter Code that already exists, the Matter Code field turns red.

    

18. In the Matter Code text box on the To side of the Matter Transfer window, type a new matter code number.

19. Click the OK button.

    

20. Click the Transfer button.

    

21. Click OK on the Transfer complete window.