Export Civil Legal Aid reports
Updated Jun 19th, 2024
Who is this guide for?
Case Workers and Case Management Supervisors
You can generate an importable CSV file for upload to the LAA portal for Civil work.
Set up the system
Firstly, set up your client and matter. This must have all of the following filled:
- Client forename and surname in Client Details
- UFN (Unique File Number) in Matter Details
- Franchise Category (licensed and set to type Civil in Supervisor > Code Setup > Franchise Categories) in Matter Details
- Remuneration type which relates to civil work in Matter Details
- Time recording entries and client ledger entries as relevant
Now, ensure you have filled in the following Contract Work Pages (Case Management > Contract Work Forms):
The Date Concluded is used when running the report to determine which matters to show:
And if relevant, depending on the type of work:
Navigate to Supervisor > System Setup > Branches and ensure that your branches have the LAA Supplier number and CLS Schedule number set:
Run the reports
Navigate to Reports > Miscellaneous > Contract Work, and choose the report you want to print:
Select the Start Date, Branch and Currency as relevant, then click Run:
The report will open, you can print it if required, and Export to CSV for online submission:
