How to Set Default Matter Client

Objectives

• Specify your default matter client name.

Steps

You can predefine your default client to be used automatically in matters. This can be done from the System Settings→ System Prefernces→ Setup & Configuration

Then navigate to the Default Values, where you can specify the Matter Client. Select the contact type either person or company, and the client name as well, and save your changes.

This will automatically insert the client name when a new matter is created.

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