Set up SB Lawyer

Option	Effect
None	No data is created: everything is set up manually, for example while migrating the firm’s data.
SB Lawyer (By Default)	Loads the standard SB Lawyer setup: matter categories and families, lawyer functions, work types, journal templates, billing steps… For testing only, on a CRONUS FR demo company.
SB Lawyer Customized	Loads the same setup into a configuration package and opens it, so you can review it before applying it. This is the recommended option for a firm, together with None.

Tab	Field	What it’s for
General	Auto. Propose Template Matter	Suggests the list of templates when you create a matter.
	Warning Limit Percent	Budget percentage at which the partner and the manager are alerted.
	Matter Register Period	Delay after the end date after which a matter can be archived.
	Enable Automatic Default Matter	A customer’s first matter in progress becomes its default matter.
	Update Customer to Matter	Copies changes made on the customer card to its matters.
Time	Entry Time Period	Period during which time can be entered (for example 7D). Mandatory.
	Entry Time Format	Durations entered as `00:00` or `00h00`.
	Nb of Hours Worked	Number of hours in a working day.
	Def. Time Range (min.) and Rounding Range	Rounding of entered durations, for example up to the next quarter hour. A range set on the resource or the matter takes priority.
	Forbid TimeSheet in the future / Forbid NonWorking Entry Time	Blocks entries on a future date or a non-working day.
	Pre-fill Description in Jnl	Copies the work type description into the narrative.
Conflict Check	Default Conflict Check	None, Normal or Consolidated, for matters without a category.
	Notify Conflict Check outcomes	Notifies the partner and the manager when the check is complete.
Prepayment	Activate Prepayment Mgt	Enables prepayment invoices and how they’re applied.
Sales Document Management	Activate Sales Workflow	Enables the approval steps for proforma invoices.
	Disable Cover Letter / Disable Memo	Removes these attachments from invoices.
Numbers	Matter Nos., Request for Opening Nos.…	Number series for matters and requests for opening.
Dimensions	Matter Dimension Code, Partner Dimension Code	Dimensions filled in automatically for each matter and partner.
Compliance	Alert Mail Period	Delay before reminding about compliance documents not received.
System	New Mobile TimeSheet	Opens the new mobile time entry, with a calendar, from My TimeSheet on a phone.
	Enable Suggest Time	Enables time suggestions from Microsoft 365.

Field	What it’s for
Expense Unit of Measure and Expense Time Period	Default unit and period during which expenses can be entered.
Default Expense Approver Type and Default Expense Approver	Who approves expense reports when the resource has no approver.
Approval by Matter Partner	Expenses are approved by the partner of the matter.
Double Approval	Adds a second approval level.
Def. Company Card Approver	Approver of expenses paid with a company card.
Cancel Matter Ledger Entry	Cancels the matter entry when an expense is rejected.
Amount Type For Entries and Offer VAT To ExpenseSheet	Amounts entered excluding or including tax, and VAT suggestion.
Forbid Exp.Sheet in the future / Forbid NonWorking Expense Time	Blocks entries on a future date or a non-working day.
Def. Expense KA	Expense type used for mileage allowances.
Resource Refund Gen. Journal and Resource Refund Journal Batch	Journal used to reimburse expense reports.
Block Vendor Payment and Blocking Amount Threshold	Blocks the payment of expense reports above an amount.
OCR Vision Enabled	Enables automatic reading of receipts.

¶ Set up SB Lawyer

¶ Before you start

¶ Run the assisted setup

¶ Matter Setup

¶ Expense Setup

¶ See also