Under the Legal Profession Uniform General Rules 2015, firms are required to maintain a register of files opened.
We’ve recently opened access to a “Register of Files Opened” report designed to help firms in NSW and VIC get the details they need to produce this report out of Smokeball.
Key information you can find in the report
-
Client information including name and address
-
Matter details including open date, status of the matter, description of the matter, matter number
-
Firm address and trust account details
Learn how to access this and other reports for your firm here.
Share your feedback
If you’d like to see more details or different information in this report, please reply in the comments below. I’d love to hear from you.