Creating a New Client or Matter

Overview

This tutorial will walk you through the steps to creating a New Client or Matter in TrustBooks. You must create a client before you create and assign a matter.

Steps:

Creating a Client:

  1. From the Navigation Pane, select Create Client under the Clients & Matters drop-down menu.

  1. The Create Client page is displayed. There is only one required field on this page: Client Name. If this is a person, you should determine the format your firm will use to input persons.

For Example: Your firm could enter as ‘last name, first name’ or ‘first name last name’ format.

TrustBooks allows users to use any format when entering a client name. The other fields are optional and for your own records. If you choose to include Client address information, and add Client as a Payee, the address information will be printed on the check, if you choose to use the check printing feature.
  1. Select Save & Enter Deposit, Save & Create Next Client, or just Save Client. Be sure to click on one of the options before navigating away from this page.

Creating a Matter:

  1. From the Navigation Pane, select Create Matter under the Clients & Matters drop-down menu.

  1. The Create Matter page is displayed:

  1. Select the Client you want to assign the new matter to from the drop-down menu.

  1. Enter Matter Name. This is the description your firm uses to describe the specific matter for a client.
Not all firms use a matter name. If your firm does not use a matter name, you can still enter deposits and process payments at the Client Name level.
  1. Save all changes be selecting the SAVE button at the bottom of the page.