How To Manage Outside Counsel Guidelines
Overview Outside Counsel Guidelines (OCG) have become a standard part of the relationship between law firms and their clients. Typically this involves in-house counsel setting out the policies and procedures governing the relationship, including ...
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 ...
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 ...
How Do I Import Clients?
Overview Matters.Cloud provides a simple to use facility to import existing client data when migrating from third party applications. Import Formats The following file formats are supported: Microsoft Excel (.xlsx) Comma Separated (.csv) Import ...
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. ...