Adding a New Client
Step 1: Hi First Name –> Admin
Step 2: Admin –> Profile Attributes
Step 3: Next to Client, Click on Open lookup
Step 4: Click Add Client
Step 6: Click Close
The only thing required to fill out is the Client Key.
If you have an accounting system that generates client IDs, entire the client ID in the Client Key field and the client name in the Description. If you don’t, just enter the client name in the Client Key field.
Adding a Matter is very similar to adding a Client, except for selecting the Client Key before completing the Matter Key and Description. This establishes the parent-child relationship between the client and the Matter.
Step 1: Click Open lookup next to Matter
Step 2: Click Add Matter
Step 3: Enter in the Matter Information
If you are not using a Matter ID, just enter the matter description in the Matter Key field. If you are using a Matter ID, enter this in the Matter Key field and the matter description in the Description field.