Client and Matter Lists

BA Icon

Client and Matter Lists



Client Lists


Brief Accounting users can print Client Lists in a variety of formats ranging from:

These lists are sorted by client first name and can be reduced to a specific date range.


Matter Lists

A list may be printed of (i) new matters opened or (ii) matters closed throughout a specified date range (defaults to previous month)

Have more questions? Submit a request


Article is closed for comments.
Powered by Zendesk