Incomplete Tasks | Matter Profile Incomplete

Your client has requested that your firm provide either:
  • Complete matter profile fields for a new matter that your firm has been assigned.
  • Complete matter profile fields that were designated as "delay required" and have now become due. In other words, a
    Case Assessment Memo
    field could be set to become required 90 days after a matter was assigned. Delayed-required fields are defined in the Matter type template.
The system will hold delivery on any invoices posted to this matter until the assigned task is completed.
Although your firm's attorney has already been notified on their Action Items, you may need to follow up with the attorney regarding this incomplete task.
note
The
User(s) Responsible
field shows the name of the attorney at your firm responsible for the matter and budget.