Client Control for Lawyers Excel Model
  • Client Control for Lawyers Excel Model
  • Client Control for Lawyers Excel Model
  • Client Control for Lawyers Excel Model
  • Client Control for Lawyers Excel Model
Originally published: 29/07/2019 17:10
Publication number: ELQ-84752-1
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Client Control for Lawyers Excel Model

This Excel file brings the solution to Client Control for Lawyers.

Description
Allowing the registration of customer characteristics, fees, subjects dealt with. It is also possible to control the amounts charged for activities exercised by the lawyer and the client's payments.

Worksheet REGISTRATION DATA
Registration of customer characteristics, contracted service, fees, dates, subjects dealt with.

Worksheet DEBIT AND CREDIT
Registration of activities carried out by the lawyer, amounts collected and payments made by the client.

Worksheet LISTS
Lists of contracted services and operator.

comments Worksheet REGISTRATION DATA:
1. If you need to insert rows, use the right mouse button, "copy" and then also right click "insert cells copied".
2. To delete rows, use the right mouse button, "delete".
3. Do not use delete in any line, only in white cells without bold.
4. New Services or Operators must be registered in the LISTS worksheet.
5. Company logo image can be inserted inside the spreadsheet header.

comments Worksheet DEBIT AND CREDIT:
1. The credit is registered after some activity performed by the lawyer. When the customer pays, the same amount is registered in Debt, zeroing the Balance.
2. If you need to insert rows, use the right mouse button, "copy" and then also right click "insert cells copied".
3. To delete rows, use the right mouse button, "delete".
4. Do not use delete in any line, only in white cells without bold.
5. Company logo image can be inserted inside the spreadsheet header.

REASONS FOR USING EXCEL WORKSHEETS
1. Simplicity.
2. Low cost to obtain.
3. Easy understanding.
4. Process automation.
5. Time saving.
6. They can be accessed offline.
7. Can be edited by the user himself.
8. Failure Reduction.
9. Portable archive.
10. High popularity.

This Best Practice includes
1 Excel model

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