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Introduction
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Database Structure and Name Types
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Create Individual Client
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Create Couple Client
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Create Impersonal client
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Create a Client from an Existing Name
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Add a Name and Workrole
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Database Structure Quiz
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Create Matter
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Add a Matter Party to a Matter
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Update or Edit Existing Records
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Matters and Editing Quiz
- Up Next
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Summary
Names, Clients and Matters
This course gives a basic introduction to creating and maintaining Names, Clients and Matters in your database. The information entered in each level of the database will depend on your onboarding policies. The more information you enter about your Names Clients and Matters the more functionality you will get from Infinitylaw functions.
Names, Clients and Matters
In this course you’ll learn:
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- About the Database structure and Name types
- How to create a create a Client
- How to create a Name
- How to create a Matter for an existing client
- How to edit and update an existing Clients details
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