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 5: Fill out the information below

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 New Matter

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.