Certain information is copied to each new matter for a client based on the client's last active matter.

The following is a list of fields that are inherited by a new client matter, separated by the individual tabs of the Client file.

Client File Tab Field Name
Address  
  Client Name
  Address Selection
  Address Details: Business/Home/Other
  Name Search
  Location
  Contact Name
  Phone Fields 1-4
  Email
  Secure Client
  Secure Users
Setup  
  Billing Category
  Billing Frequency
  Primary Timekeeper
  Secondary Timekeeper
  Originating Timekeeper
  Task Based Billing Client
  Non-billable
  Method to Apply Payments
  Receipt Allocation by Invoice
  Fee Compensation Rules (See Notes)
Rates  
  Fee Rate Table (See Notes)
  Cost Rate Table (See Notes)
  Timekeeper Level Type
  Timekeeper Levels 1-9
  Billing Rate Code
  Hourly/Flat Amount
A/R & Fund Balances  
  None
Client Notes  
  None
Custom Fields  
  None
Billing Options  
  Change Discount Type to None

after statement updated
  Sales Tax: Fee
  Sales Tax: Expense
  Sales Tax: Advance
  Assess Finance Charge
  Finance Charge: Rate
  Finance Charge: Days
  Apply Payment to Finance Charge
Billing Preferences  
  Release To Bill
  Bill On Demand
  Progress Billing
  Statement Delivery Options Table (See Notes)
  Use a password to protect PDF

statements when emailed
  Password
Statement Options  
  Draft Template
  Final Template
  Cover Statement
  Trust Integration
  Combine Matters
Budget  
  None

Notes

Note: Fields listed both here and on the Client Defaults tab of the Customization window will have their values determined by the client's last active matter, rather than the value on the Client Defaults tab.

Note: Fee Compensation Rules, Fee Rate Tables, and Cost Rate Tables are only inherited if the last active matter is set up to use a Shared table.

Note: Information inherited from the Statement Delivery Options table includes both the Default and Additional Bill To record and all information included in the Bill To Record window for these records.

Secure Client Note: Access to a Secure Client's last active matter is required when creating a new matter so that the fields above are copied to the new secure matter.

See also:   Client ID Format
  Adding a Client
  Client Defaults