Before you begin: Please note that permissions to your access profile may be required to access the customer record. We invite you to validate your access with your software administrator.

For the sake of uniformity, the client record now has the same display as a matter. The summary of the client record allows you to add basic information about your client.

There is now a summary of a client record and a summary of a matter. To differentiate between them, you just have to rely on the title of the window.

When you are in a client record, the title will be Summary | Client followed by the client number:

When you are in a matter, the title will be Contents | Matter followed by the matter number:

The matter tab of the client record shows you all the matters in the name of this client, whether they are open or closed.

The caseworkers tab shows the person who have been listed as "Referrers" in the client record summary, excluding stakeholders and referrers who are in the client's matter.

The Activities tab only shows activities that have been added to the client record, excluding activities that are in the client's matter.

It is possible, from this tab, to select activities from the client record to send them to matters. You just have to select the activity, then click on the "Change matter" icon:

The Documents tab shows the documents that have been added to the client record, excluding documents that are in the client's matters.

The Chat tab shows the chat conversations that have been added to the client record, excluding chat conversations that are in that client's matters.

The Client Finances tab shows the summary of this client's finances for all of their matters.

It is also possible, from this tab, to add transactions related to the client. When selecting the matter in which to add the transaction, only the matter of this client will be suggested.

*Note that if the client does not yet have a file, the Client Finances tab is hidden.

The Preferences tab allows you to make the necessary configurations for billing the client.

It is possible, among other things, to define the invoice model used for this client or the taxes to be applied to his invoice.

Finally, the "Employee responsible for the client" section allows you to standardize the matter of this client by checking the "Impose on client's matter" box.

By doing so, all matters opened for this client will default to the employee mentioned in this section as the client's responsible employee.

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