Persons and companies can be clients of a matter
Every matter can have one or more persons or companies. Persons and companies involved in a matter are added as matter entities.
A person or a company that is part of the matter entities can be identified as a client of that matter. Clients are persons or companies with whom the law firm has a solicitor-client relationship for a specific matter. Client relationships in Nojumi exist within matters. In other words, a person can be a client in one matter and not a client in another matter.
Typically a solicitor-client relationship is formed when the following two steps have been completed:
- a conflict search has been completed and the results were clear
- you and the client have entered into a retainer agreement with respect to the matter
How to add a client to a matter
To mark a person or a company as a client
- Go to the Matter Entities Page
- If the person or company has already been added as an entity of the matter, click on the role of the entity under the Roles column, otherwise click on Add entity
- In the modal that appears, indicate that the person or company is a client and click on Save
