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.

To find out more about company matters, go to Company Matters - Templates and Billing.

 

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