Adding a New Client or Matter

Steps to add a new client or matter include:

1. Select Clients and Matters and click on new Client.
2. In the General Information, select if the client is an individual or a company.
3. Enter the next client number, it will be automatically popping up if under Global settings automatic client numbering is checked.
4. The client number can be changed while adding new client. Client number can be 12-digit long.
5. Enter the matter number which can be 6-digit long.
6. Select or Enter the date of opening the client.
7. Enter the Client Name.
8. In case Create Conflict Database in Global Settings is enabled then client/matter name will be checked for a potential conflict.  If there is no conflict, press Enter to continue.
9. Select the Title and enter the name of the primary contact of the client.
10. Enter the matter description in detail, this description is shown on the bills and reports.
11. Enter the mailing address which includes the name of the person and the full address including Province and the Postal Code.
12. Enter or Select the Type of Law.
13. Enter or Select the Responsible Lawyer.
14. Enter or Select the originating and assigned lawyer or assigned assistant. This field is not mandatory.
15. Enter the relevant Contact details.
16. Click on the next tab Additional Information of the Client and Matter.
17. Enter the name of the opposing lawyer and the opposing party name if any.
18. Select the Province for the tax setting of the client and if GST and PST are levied in that province.
19. Documents can be attached to the client file using the Client/Matter Document folder.
20. In case client is exempt from identification and verification, check the box under Identification and Verification.
21. Click on the next tab Billings and Statements where bill rates can be defined for a client. New rates can also be set per lawyer.
22. In case the billing address is same as mailing address, check the checkbox of Same as Mailing address as this address will show on the bill.
23. E-Bill settings can be done for sending the bills, receipts and the statement of accounts by email to the client.
24. Distribution of statement setting and billed fees and receipts settings can be done.
25. Click on the next tab Conflict Information where conflict Information can be added for a client or matter by clicking on Add Conflict Information and filling up the form.