Create a New Client

To create a new client:

  • Click on Clients & Matters under Clients tab.

 

  • Click the New Client button.

 

  • Enter the client name in the Client Name field.

 

  • Enter Client ID.

 

  • Click Save.

 

  • The new client’s detail form will now have launched. Here you can edit a the client Name.

 

  • You can edit the Invoice Name.

  • You can edit the Client ID.

 

  • You can edit the Next Matter ID.

 

  • You may choose the Status of the client as either:

Active
Inactive
Prospect

 

  • Select the Type of client from:

Company
Corporation
Individual
Non-profit
Partnership
Sole Proprietor
Trust
Other

  • Define Currency.

 

  • Select Rate By option from:

Timekeeper Default – this is the preselected default rate applied in the timekeeper’s individual settings for their typical rate. When no alternative is specified, this default rate will always be applied.
Task then Timekeeper Default – selecting this option means Timekeeper Default will be the standard rate applied, unless the task code chosen for the entry has its own specified rate (see here). The task code rate will then override any Timekeeper Default rate. 
Global Rate – global rates are the customized rates saved under Global Rates section (see here). Assigning a global rate to a client means that you have the benefit, for example, of giving the client a discounted rate of x% for all their time and expense entries. Or, for example, an ongoing case spanning over numerous years, can have a ‘2015 rate’ applied to it. 
Task then Global Rate – selecting this option means Global Rate will be the standard rate applied, unless the task code chosen for the entry has its own specified rate (see here). The task code rate will then override any Timekeeper Default rate. 
Matter Rate – matter rates are applied at the matter level. So if an individual matter needs a specific rate applied to it, then under Clients>Clients & Matters>[matter name] you would select Matter Rateunder the ‘Rate By‘ field. You will then need to Save this selection in order to activate the grey Edit Rates button below the Rate By field, and thereby specify the matter rate.
Task then Matter Rate – selecting this option means Matter Rate will be the standard rate applied, unless the task code chosen for the entry has its own specified rate (see here). The task code rate will then override any Timekeeper Default rate.  

 

  • Specify Default Name for Trust.

 

  • Select Default Trust Bank Account from drop down list of options.

 

  • Click Save.