Relations

MatterX's Relations feature enables you to associate multiple contacts such as doctors, solicitors or magistrates to particular matters.

Bill-to-Clients allows you to split bill a matter by allocating a % to multiple clients.

To link contacts to a matter

1. Open Matter Card for matter you wish to link contacts to.

2. Select Contacts from the Relations section of the Matter Card.

   

3. Select +New on the Matter Contacts pop-up window.

   

4. Select Contact from the No. field. A list of Contacts will appear to make your selection from. The Name field will be automatically filled-out.

   

5. Select Type from the Contacts Type pop-up window.

   

6. Your new Related Contact line will be saved. You may add additional related contacts by repeating steps 1 to 5.

   

To allocate split billing to a matter

When a matter is created, 100% will be allocated to the original client. You will need to add at least another client to be able to split bill the matter.

1. Open Matter Card for matter you wish to allocate split billing to.

2. Select Bill-to-Clients from the Relations section of the Matter Card.

   

3. Select +New on the Matter Bill-to-Clients pop-up window.

   

4. Select Client from the No. field. A list of Clients will appear to make your selection from. The Name field will be automatically filled-out.

   

5. Assign percentage to be billed per client in the Invoice Percentage field.

   

6. You may add additional clients by repeating steps 1 to 5.