How Do I Re-Assign Ownership Of A Client?
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 assign the records to and click the Submit button.
How Do I Re-Assign Ownership Of A Matter?
Overview Matters.Cloud provides a simple to use facility to re-assign the ownership of a Matter record. Step 1 - Navigate To Matters List Select Matters > All matters and locate the Assign button: Step 2 - Assign Matters Select the new User to ...
How Do I Create A Client?
Overview Clients are to be used whenever you want to associate a matter, invoice, receipt or trust account transaction. Each client record is linked to either an organization or contact record and is automatically assigned a unique client code. ...
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 Do I Add A Client Address?
Overview 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 ...
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 ...