Clients

On the Clients screen you assign the clients to the respective project.

Clients
You can assign altogether two clients to a project.
To assign a client, you can
        1. enter Client Code, or
        2. select from dropdown list.

You can client. Selecting the button will take you to the Contacts wizard.
You can the client list by specifying a letter or name in the starts with box.

Law Firm
You can assign a law firm to a project by selecting from the dropdown list.
To add new law firm, select the button to go to the Contacts wizard.
To filter the law firm list, specify filter criteria in the starts with box and select .