Creating New Client and Matter Cards

BA Icon  Creating New Client and Matter Cards

 

 

Any time you act for a new or existing client, a new matter card must be setup. One client can have numerous matters. Each matter is given a unique file number.

Each client information card is set up only once in Brief Accounting. A client can have multiple matters active at the same time, each with its own unique matter number. Brief Accounting can automatically suggest matter numbers for new clients, or you can over-ride the suggestion and enter in your own alpha-numeric code. Notes can be attached to each client and matter.

Brief Accounting helps you manage your client database by:

Entering client information only once
Allowing multiple matters per client
Automating matter file numbering
Showing up-to-date account balances and last transaction date on matter card
Using task oriented data entry
Searching quickly and intelligently
Tying billing rate and trust bank account information to the matter

 

Creating a new matter for an existing client

Choose the Clients module > Matter tab
Click the New button

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A blank matter record will appear. The program automatically assigns the next sequential file number to this new matter.

Type the client's name, or a part thereof, and press Tab. The full Client Name, Client Phone and Contact are automatically inserted.

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Navigate through the remaining fields using the Tab key and enter Date Opened (defaults to today's date), Short Desc (seen by users in other parts of the program), Long Desc (allows for an enhanced description – can also be used on client invoices), Bank Acct number (Trust), Responsible Lawyer, Practice Area and any other information you may wish to enter.

Once you have finished entering all the information, Click Accept. The new Matter will be added to the database. If Cancel is clicked, the new Matter record will not be recorded.

Creating a New Matter for a New Client

Choose the Clients module > Matter tab
Click the New button

Screen_shot_2011-01-20_at_11.01.36_AM.png

A blank Matter Record will appear. The program automatically assigns the next sequential file number to this new matter.
Type the client's name and press Tab.
A panel prompts you to Cancel or OK (accept) the creation of a new client.

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Click OK. A new Client information card will appear.

Continue typing in the client's name. Navigate through the remaining fields using the Tab key to enter client information:

Contact
Referred by
Address
Phone Numbers

Once you have finished entering the information, click OK. The new client record will be added to the database and you will be returned to the new matter for that client.

You are now back at the Matter card. Navigate through the remaining fields using the Tab key to enter:

Short Desc
Long Desc
Bank Acct number
Date Opened
Responsible Attorney
Practice Area

Once you have finished entering all the information, simply click OK.

 

 

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