For the system to correctly manage matters covered by a legal expenses insurance, the insurance information must be added for the matter party. We recommend adding the information already when opening a new matter but at the latest before invoicing it. Invoice details can no longer be edited, and changes made to the insurance information of the matter parties have no impact on former invoices.

Add the insurance information as follows:

1. Go to the matter’s Parties folder.
2. Open the party window and go to the Insurance tab.
   
3. Fill in the insurance information:
   • Principal’s legal expense insurance number and the insurance company to which the invoice is to be sent. NOTE! Do not mark the insurance company as a payer in the Parties folder.
   • Customer’s minimum deductible, deductible percent, and maximum compensation. The maximum compensation is the maximum amount that an insurance company may pay.
   • To the Insurance Amount field, the system calculates the maximum amount which also covers the principal’s deductible. This is the amount from which an insurance company will calculate their share.
   • If you make changes either to the deductible percent, maximum compensation or insurance amount, the software calculates values for the other two fields automatically.
   • For a private person, ”Deductible from Gross Amount” must be selected to calculate the deductible correctly. For companies, leave the field unselected and enter the maximum compensation as net.
   • ”Create Invoice for Deductible” enables creating the principal’s invoice for the deductible simultaneously with the insurance company invoice. However, we recommend invoicing first the insurance company and invoicing the rest from the principal only after receiving their payment.

Once the insurance information has been added to the principal, the matter covered by legal expenses insurance is managed normally until the invoicing phase.