MISC Client Qs
What is the one time fee to change a TMC?
$1,500
What is it called?
"A ______ is a paper/document that either initiates or answers a claim or, in the case of a reply: respond to an answer."
Pleading
What are the 3 different kinds of CC feed programs Concur can set up (a.k.a. what are the "liability" types)?
IB/IP
IB/CP
CB/CP
What is it called?
"A ______ asks the judge to do something."
Motion
Which service will pick up the separate line items on an invoice and populate them on the payment request?
Line item capture service.
When swapping from Analytics to Analysis, what does a CSM need to do?
Fill out the SMB Reversion Smartsheet
What is it called?
"Temporary order commanding a party to act or refrain from acting that is issued prior to or during trial in order to prevent irreparable injury from occurring before the case is decided."
Preliminary Injunction
How are expense types created in Standard?
The client controls the setup and adds expense types themselves.
What is it called?
A final ruling that there is no genuine issue of material fact in dispute and that the moving party is entitled to judgment as a matter of law. ______________ may also be called "summary disposition."
Summary Judgement
True or False?
A user can search by invoice number and ID in Standard.
True!
Concur W9s can be found where?
Highspot
What is it called?
"Injunctive equivalent of a seizure without a hearing. They may be issued with even less process than preliminary injunctions and under limited circumstances. A ________ (a.k.a. a "TRO") may be issued ex-parte, that is without the presence or knowledge of the other party to the case.
Temporary Restraining Order
True or false?
The payment manager in Standard and Professional are functionally the same.
FALSE.
In Standard, the Payment Manager is where batches are managed, their extracts are downloaded, and where customers can review the funding status of their Expense Pay batches.
In Professional, the Payment Manager is only used to manage Expense Pay funding information (Professional clients will download their extracts in a different area).
There must be (what kind of) facts shown to be entitled to relief?
Plausible!
With Concur Managed Capture and the line-item capture service, is there a limit to how many lines are captured?
YES! 40 lines is the max. Invoice Capture will capture up to 40 individual lines from an invoice.
If you needed to condense the primary difference between a Standard and Professional platform into one word...
Customization
What is it called?
"A payment arrangement that allows a plaintiff who has been injured and is seeking legal remedy to obtain legal representation even if they do not have money to pay a lawyer at the beginning of a case. This is: Advance case + Not bill in exchange for = A percentage of the recovery received."
Contingency Fee Agreement
A customer wants to add a new policy and there's no additional ARR. What steps should the client and the CSM take to get this done?
Send and fill out the Scoping Sheet and contact your CSC!
How well do you know your latin...
What does "per curiam" mean?
“Through the court."
What is the average timing for invoices processed via email?
Two business days or 48 hours average. It's important to understand these are averages and not SLAs.
SSO Configuration can be set up in two different ways, what are they?
Self-Service (free but manual)
-or-
Concur Assisted-Service (one-time fee)
What is it called?
The process that follows the closing of the pleadings. The federal rules contemplate that the parties learn all relevant information prior to trial through “_______.”
Discovery
Once a new permission/role has been assigned to an end user, when will they be able to view/access/edit what the permission/role allows them to?
The following morning or up to 24 hours later. Important to know this when clients need access "ASAP."
What is it called?
"The destruction or alteration of a document that destroys its value as evidence in a legal proceeding."
Spoliation
What 3 kinds of payments are managed in the Payment Manager?
Invoice check pay
Card voucher
ACH