Maintenance Form
The Maintenance Form provides the interface to edit data contained in tables used to configure the business requirements of the user. It has a tabbed interface similar to the main form; each tab provides access to a particular configuration table.

The Setup table contains information describing the firm or agency; this data may be used in producing letterheads or otherwise identifying the company.

The Users table contains the user login name, password, and administrative level for each user.

The Payee and Client tables are related and are very important in that they provide configuration data for each client. A Payee is defined as a parent client to whom payments, costs and other data are sent and from whom information is received. Clients are defined as entities that own or are assigned debtor accounts. Payments or Costs are grouped by Client for reporting or administrative purposes. A Payee has at least one client.  A Payee record is a template, as most of the data in a record is inherited when a client is created. The individual client records, however, are edited to set their particular requirements. Thus, a Payee may have several Clients, each with a different set of characteristics, such as how commissions are calculated.

Letters and Forms each have their own tables. The fields in these tables represent the default settings for their document and the editable report itself is stored in a field. A new letter or form can be created, either from a blank report or based on an existing instance.

The Referral and configuration tables contain data describing each referral attorney firm and the data pertaining to the method of distributing commissions and reimbursing costs.

Other configuration tables include Court data, the firm’s attorney data, service data, zip codes, actions and state related data.