Clients overview

The Client/Matters table provides a location to enter client and matter information and set up billing methods.  The Client form is used to establish basic information regarding the Client; however, Matters must still be established in order to charge fees and expenses and perform billing. 

A Client may have one or more Matters.  Many of the details on the Matter level will use the information established at the Client level by default, but the Matter level information may be changed.

Matters may be billed separately (as single Matter bills) or they may be billed together (as a Consolidated Bill).  Addresses used are entered at the Client level on the Billing Address tab - and those addresses may be assigned to Matters or Consolidations for billing purposes.

Many of the default settings used here, as well as the permission to make changes to particular fields, are determined by settings made in Firm Options.