How can I review the unbilled Time or Expenses on a particular Client or Matter?

Unbilled Values per Client or Matter can be found in the Client/Matter Inquiry area of Juris Suite.  

1. In Juris Suite go to My Inquiry.
2. Select the Client/Matter view.

3. In the Client field, enter either the Client Name or Client Code to select the client.

   TIP: The system will begin to auto-populate the Client based on the information that you enter, narrowing the options to those that match the characters entered.  The number of potential matches will be displayed in the parenthesis to the right of the client Code field.  You can use the up and down arrows on the keyboard to scroll through the potential matches at any time.  When the correct match is found, press the enter key to select that item.

4. If you want to see the information for a particular Matter, enter the Matter name or Matter code in the matter field.  If you leave the Matter field blank, the inquiry will pull up information for all Matters for the selected client.
5. To see unbilled time and expenses, expand Fees and Expenses and select Unbilled Details. The pertinent information will be displayed in the screen on the right side of the screen.