Major client codes

 

Simplified menu - Click Lists, Major Client Codes

Standard menu - Click Lists, Major Client Codes

Classic menu - Click File Maintenance, Major Client Codes

 

Major clients are used to group clients/matters.  

 

They can define "major" or large clients with many matters in your firm, or they can provide marketing information such as how a client found out about your firm.  

 

For example, you can designate codes for Other Professional, Lawyer Referral, Previous Client or Yellow Pages to define how a client came to your firm.  You can report on this information to evaluate the effectiveness of promotions and marketing materials.

 

Major clients are optional, and can be assigned to clients/matters using the Clients and Matters feature either at the time the client/matter is opened or at any time in the future.

  1. Click New image\new20x20.gif.

  2. Enter the Major client code.  Codes must be unique, and must be between 1 and 999.

  3. Enter the Description of the major client.

  4. (Optional) Enter your own Notes on the major client code.

  5. Click Save image\save20x20.gif.

 

Tips

 

Editing, deleting and printing major client codes