Matter Transfer Utility

Before using the Matter Transfer Utility, perform a Juris backup. Then open the utility, select the source client and matter, select the destination client, enter a new matter code, and transfer the matter.

Use the Juris® Matter Transfer Utility to transfer a matter and all related information to another client.

Perform a Juris backup before using the Matter Transfer Utility.

Open the Matter Transfer Utility

1. Navigate to and run Juris Matter Transfer.exe.

   

2. The default location is:

   C:\Program Files\Juris\bin

3. Log in to the appropriate company using your credentials.

   

Select the matter to transfer

1. In the Juris Matter Transfer Utility window, click the binoculars button.

   

2. In the Matter Transfer window, click the binoculars button on the From side.

   

3. In the Client Finder, enter search criteria in the Search for field.

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

4. Click Search Now.
5. Select the appropriate client.
6. Enter search criteria for the matter.
7. Click Search Now.
8. Select the appropriate matter for the client.

9. Click Select.

   

Select the destination client and matter code

1. In the Matter Transfer window, click the binoculars button on the To side. 

   

2. In the Client Finder, enter search criteria in the Search for field.
3. Click Search Now.
4. Select the appropriate destination client.

5. In the Matter Code field, type the matter number to transfer the matter to.

   You cannot enter a matter code that already exists. If the matter code already exists, the Matter Code field turns red.

   

6. Click OK.

   

Transfer the matter

1. Click Transfer.

   

2. When the Transfer complete window appears, click OK.