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Maintain Valuable Client Property

The Maintain Valuable Client Property routine allows the Firm to track Client property that they are responsible for. For example, if a Client asks the Firm to keep a copy of their Will, this form will let the Firm easily record that they are indeed responsible for this copy of the Will, the location of the Will, as well as any changes to or movements of the document.

When the Maintain Valuable Client Property routine is accessed from the eQuinox main menu, the screen shown below will be displayed.

Field Definition​

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Client No, Client Name - The unique identifier and name of the Client for which property is being maintained by the Firm. To review or adjust property records for a specific Client, the user may execute a query based on that Client's number and/or name. A selection may be made from the List of Values provided.

Matter No, Matter Name - The number and name of the Matter associated with the Client's property that is being maintained by the Firm. To review or adjust property records for a specific Matter, the user may execute a query based on that Matter number and/or name. A selection may be made from the List of Values provided.

Properties​

The Properties section of the form houses property information specific to the current Client and Matter. In the Properties section, the type of property being maintained for the current Client is displayed.

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Type/Name - The type of property being maintained for the current Client. When adding new property records, the user may select the Property Type from the List of Values provided. Once a selection has been made, both the type and the name will be displayed.

Description - A description of the property being maintained for the Client. Descriptions can be edited at any time. When adding new property records, the user must enter a description of that property.

Property Transaction Detail​

The Property Transaction Detail section of the form houses information specific to the current record in the Properties section. In the Property Transaction Detail section, the user can view or enter details of transactions associated with a Client's property. Transactions can include changes to the property, revisions, location changes, Client removal, etc.

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Timekeeper - The unique identifier and name of the Timekeeper associated with the current property detail record. When entering new property transaction detail records, the user may make a selection from the List of Values provided.

Date - The date on which the property transaction took place. This field defaults to the current date when the user enters a new property transaction detail record.

Location - The location where the Client's property is being stored. Location information can be edited or updated at any time. When entering new property transaction detail records, the user must enter the location of the property.

Comments - Any additional comments about the property or the property transaction that the user may wish to record.

When entering new information, the user must click the Save button to complete the process. While information in this form can be edited at any time, the user cannot delete Property records while it has Property Transaction Detail records associated with it.