Client/Matter ID Settings

Use this page to view and manage your organization's Client/Matter ID Settings.

ValueDescription
Current settingsThe organization's current settings are displayed. The values summarize which settings are active and which are not.
EditClick this icon to edit the settings. An Edit screen allows you to select and deselect the desired checkboxes.
Download Client/Matter ID TemplateClick this button to download a template you can use to prepare and upload new clients. Template fields include:
  • Client ID
  • Client Name
  • Matter ID
  • Matter Name
  • Notes Required
Uplodad Client/Matter IDClick this button to upload a completed template with new client information.

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