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 created and the primary client on that matter is a contact (employee) of that company.1. Open a matter you wish to convert.
2. In the Overview page, under Details tab, search and select the company you want to assign this matter to.
3. Select the relevant company location.
4. Click Save.
The matter will now be assigned to this company and will be visible on the company Matters page.
You will also see the company icon next to the matter code, and the company name when you hover over the icon.
Alternatively, if the company that should be the primary client on this matter has no contacts associated with it, you can link company to a matter and mark it as a primary client. The matter will then automatically be converted into a company matter.
Related Articles
Company Migration - converting existing companies to new module
Company Migration Wizard If you have existing companies still as version 1, and you are unable to edit the company details, you will see at the top right corner of your Companies page in Thread, a button called Company Migration. This will open the ...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 ...Editing Company Details
Once you have created a company in Thread, you can view and update its' details, add locations, employees, documents, and more. Note: The following steps apply only to V2 companies (created in the new module, or converted from the previous version ...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 ...Creating Matters for Companies
If you are handling a matter for a company rather than an individual, you can create a Matter with that company as your client. 1. Click on the quick create button in the bottom left corner. 2. Select Matter. 3. A pop-up window will appear where ...