How Do I Add A Client Address?

How Do I Add A Client Address?


Clients can have one or more Addresses associated with each record. This guide talks through the process of creating a new Address for an existing Client.

Create New Address

Step 1: Find Existing Client

Select Clients > All clients and locate your client either by selecting it from the table or using the Search function.

Click the Client code to open the client record.

Step 2: Select Addresses Tab

Select the Addresses tab and click the New address button.

Step 3: Enter Address Details

Enter in the following information to create a new address record:



Address 1

The first line of the address.

Address 2

The second line of the address.

Address 3

The third line of the address.


The city of the address.


The state / county of the address.

ZIP code

(also displays as Post code when using UK English)

The ZIP code of the address.


The country of the address.

Note - The country will automatically default to the default country associated with the user profile.


The primary flag will automatically be set for the first address created for each client. 

The primary address will be used when raising an invoice for the client.

Click the Submit button located in the bottom right hand corner of the form.

Related Articles

    • Related Articles

    • How To Create A Client?

      Introduction Clients in Matters.Cloud serve as a central point of reference for managing various legal processes, from matters to invoices, receipts, and related contacts. Properly setting up and associating clients with these entities is crucial for ...
    • Trust/Client Account Management Overview

      Overview Law firms are required to operate under guidance from a local authority/bar association in most jurisdictions. As a general principle this requires that law firms deposit funds into a specific account that is separate from a lawyers own ...
    • How To Create A Trust / Client Account Transaction?

      Introduction Matters.Cloud empowers both legal professionals and administrative staff to seamlessly navigate the intricacies of trust and client account transactions. This article serves as a guide, offering step-by-step instructions and best ...
    • How Do I Re-Assign Ownership Of A Client?

      Overview Matters.Cloud provides a simple to use facility to re-assign the ownership of a client record. Step 1 - Navigate To Clients List Select Clients > All clients and locate the Assign button: ​ Step 2 - Assign Clients Select the new User to ...
    • Will Recording a Payment From Trust/Client Account Move The Money In My Bank Account?

      Overview No, recording a payment from Trust/Client Account in Matters.Cloud will not move funds in your bank account. Additional Information When recording Trust/Client Account transactions within Matters.Cloud for example applying a credit / debit ...