Using a client or matter approach allows you to set up new files in two different ways. Using the matter approach, matters that pertain to the same client are grouped using matter number extensions. The client approach allows you to setup default billing rates for clients, or use default billing templates. You can also setup e-billing and pre-set fee distribution splits.

Other Applications

The following applications are designed to work hand-in-hand with Clients and Matters:

"Clients and Matters" is part of the ESI-LAW line of products, developed by ESI Software, Inc..

Related Products

"Clients and Matters" is part of the ESI-LAW line of products, developed by ESI Software, Inc..