Matters
Create Notes from Matter Descriptions
Some platforms do not support matter descriptions. The following will transform a matter description into a matter note. --Transform Matter Descriptions to Matter Notes INSERT INTO __M_Common_Notes (Id, Final_Parent_Id, Final_Parent_Type, ...
Delete unused Practice Areas
The following SQL script will delete unused practice areas. --Delete any practice areas that are not used UPDATE __M_Matters_PracticeAreas SET Final_Status = 'Deleted' WHERE 1=1 AND Id NOT IN( SELECT Final_PracticeArea_Id FROM __M_Matters WHERE ...
Synthesize Missing Practice Areas
The following SQL script will create practice areas where they do not exist in the Matters table. --Synthesize missing practice areas from Matters INSERT INTO __M_Matters_PracticeAreas( Id, Final_Subject ) SELECT DISTINCT Final_PracticeArea_Id, ...
Synthesize Missing Client Contacts for Matters
This script below will create dummy contacts where the Matter is assigned to a contact that no longer exists. --Some of the Matters are linked to contacts that no longer exist. --This will create dummy contacts from the missing links. INSERT INTO ...
Matters: Prepending Client Names to Matters
The following script will prepend Client Names to Matter Names. For Example: Divorce 2016 would become John Smith --- Divorce 2016 Here is the relevant script: --Prepend all matter descriptions with the client name. UPDATE __M_Matters SET ...
Matters: Trimming Client Numbers from Matter Numbers
The following script will peel off client numbers from matter numbers. For example, if a matter has a ReferenceCode like: ABC-0001 After the script runs, it will have a reference code of: 0001 Scenario 1: There are Client Reference Codes In some ...
Matter Participants: Data Cleanup
Table Overview Matter Participants are contacts that are related to Matters. They exist in the table: __M_Matters_Participating_Entities They have three primary fields: Field Description Final_Matter_Id The Id of the Matter. Final_Participant_Type ...