This article describes the Clients and Matters feature within Unity® Accounting

Clients & Matters is used to:

• Organize the firm's active and closed clients and matters

• Conflict searches

• Enter new transactions

• Produce Quickbills

• Access client/matter documents in the assigned folder

• Keep notes

• Assign contacts and lawyers

• Keep track of identification/verification process.

Clients & Matters is the firm's central software screen where users can complete most day-to-day activities.

General and Balances tab

In this tab users can get a quick access to

• Client/Matter description

• Contact details

• General information such as who the responsible lawyer is

• Account balances and the latest activity on the file. All Account Balances are clickable and will take the user to the appropriate ledger.

• The user can also open a linked document folder by clicking on View Documents.

In the Balances tab, the user can review:

• Year-to-Date and Life-to-Date balances for client/matter

• Summary of A/R history.

Time & Fees, Disbursements, Trust and Bills & Payments tabs

These tabs contain all transactions that have been posted to client or matter. The Status field identifies the current state of transactions and the user can use the filter to view transactions :

• Unbilled

• Pre-Billed

• Billed

• Reversed

• Written-Off

• Edited 

The Type field gives an idea of how the transaction was entered, for example, in Disbursements tab, the user might see Vendor Invoice, which means the disbursement has been posted through Enter Vendor Invoices.

Transactions can be easily edited, reversed, transferred and write-off  – simply right-click and choose from available options. 

Keep in mind that the user must reverse a bill first before modifying a billed transaction (time and fees, disbursements).

Conflict Information and Linked People tabs

The Conflict Information feature enables the user to track additional conflict parties, e.g. Opposing Party, to make sure  the most accurate conflict search report is generated.

In Linked People, three can be an unlimited amount of contact to a client or matter as well as assign lawyers and timekeepers.

Notes and Identify/Verify tabs

These sections allow the user to store notes with respect to the client/matter.  Notes may be with respect to Accounts Receivable communication with client.  Reminders with respect to closing the matter.  Or anything else that supports the lawyer and team to maintain the matter.