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Filling in the Contract Work Forms pages for your CRM6 matters

Who is this guide for?

Accounts Users, Accounts Supervisors and Case Workers

This guide will show you how to fill in the Contract Work Forms pages to ensure your CRM6 matters are ready for billing

In order to bill a crime matter on the CRM6, you will need to fill in the codes and values required by the LAA.

Fill in the Personal Details

Ensure you have your matter selected, then navigate to Case Management > Matters > Contract Work Forms

Select the Personal Data page and click Edit. Fill in all the details (Age is not required) and click Save.

Next, select the page relating to the class of work you are completing.

  • For Police Station work use Investigations
  • For Court use Proceedings
  • For Prison Law, use Prison Law
  • For Appeals & Reviews use Appeals & Reviews

Click Edit, ensure that all fields are filled in, and click Save.

Ensure that the Date Concluded is set on the appropriate class in the Class Completion page – leave concluded set to No as the CRM6 run will update this when the billing is run.

The matter is now ready to run for billing.


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