Client/Matter Inquiry Definitions
Client - person or entity who has engaged the professional services of the firm. /Matter - A specific situation that is being addressed for a Client by the firm. A Client may have many Matters, but each Matter is associated with only one Client.
Inquiry allows a user to review general information as well as information specific to fees, expenses, bills, receipts, client Info and trust information for clients and matters. The system is capable of displaying this information for all matters for a particular client as well as showing the details for a specific matter.
Accessing Inquiry
To access Inquiry, click on the Juris Suite Inquiry Snap In.