A Client may have one or more Matters. Much of the details on the Matter level will use the information established at the Client level by default, but the Matter level information may be changed Matter-specific detail.
Matters may be billed separately (as single Matter bills) or they may be billed together (as a Consolidated Bill). Addresses used are entered at the Client level on the Billing Address tab - and those addresses may be assigned to Matters or Consolidations for billing purposes.
Many of the default settings used here, as well as the permission to make changes to particular fields, are determined by settings made in Firm Options.
Adding new Matters in the Client Matter Intake Module allows you to enter information from a single form instead of switching from screen to screen in Juris. You can use defaults values to auto-populate fields, making data entry more efficient.