Structure clients, matters, events and engagement letters
Objective. Build dependable client files in which identities, matters, contacts, events, deadlines, documents and engagement letters provide a sound basis for operational and billing workflows.
What you will learn
- Separate information that belongs to the client from information specific to a matter.
- Organise contacts, recurring deadlines and events around the correct file.
- Prepare engagement letters using controlled source data and templates.
Recommended workflow
- Create or review the client identity, addresses, tax details and invoicing contacts.
- Create the matter with its company, managers, status, billing rules and reference codes.
- Add the relevant contacts, events, permanent deadlines and supporting documents.
- Generate the engagement letter and verify the merged data before sending it.
Checks before continuing
- Client-level and matter-level information is stored in the correct place.
- Responsible employees and dates are assigned to every actionable event.
- The generated document is checked against the source records and the agreed engagement.