Company Matters - Templates and Billing
Some matter functionality will work differently when the matter is assigned to a company rather than individual.
You will see a different icon at the top of the matter (left of the matter code and name) depending on whether it is an individual matter or a company matter.
A matter that is assigned to a company will have the company name and location on the Matter Overview tab:
Generating Templates on Company Matters
When generating templates on a company matter, the template fields that are coded to show the primary client main address will show the company address instead (address of the company location assigned to the matter).
Your primary contact main address might show a different address if that contact is linked to another company location, however in templates the contact's main address will be overridden by the address of the Company Location in Matter Overview.
Issuing Bills on Company Matters
When issuing bills on a company matter, the same will apply for address fields as any template on a company matter (see above).
On that company page, you will see the total issued bill value on the Summary tab, and the total value still to be billed.
Related Articles
Converting individual matters to company matters
With the new company module, you can now convert any individual matter to show as a company matter if it has not yet been billed. You will only be able to select the company that is associated with your primary client. Make sure you have the company ...
Changing a Company Client on a Matter
If you need to change the company that you entered on the matter to a different one, you can follow the steps below, provided the matter has not been billed yet. If the matter has already been billed, you would need to first unissue the bill, where ...
Manage Matter Contacts
Linking Contacts to Matters Linking contacts to your matters allows you to see which contacts are working on a case with you and who your primary client is. 1. In the left pane of your Thread page, click Matters. 2. In the search bar provided, search ...
Templates/Precedents - Overview
Templates are a key feature of Thread that you can set up to most effectively utilise the application. Templates are used for documents, bills, bundles, or emails, and can be created to be used across all matter categories on Thread. Setting up ...
Sending Emails from a Matter
From each matter in Thread, you can send an email directly to your client or other matter contacts and have replies come back directly to the matter inbox. When sending emails from a Thread Matter you are using your Microsoft account, so any email ...