A matter represents work performed for a client. You must create a matter before you can record fees and expenses or perform billing in Juris.
A client can have one or more matters. Matters inherit many settings from the associated client by default, but you can change those settings at the matter level when matter-specific information is required.
Matter billing
You can bill matters in either of the following ways:
- Single-matter bill: Bills a matter separately.
- Consolidated bill: Bills multiple matters together.
Enter billing addresses at the client level on the Billing Address tab. You can then assign those addresses to matters or consolidations for billing.
Defaults and permissions
Settings in Firm Options determine many of the defaults used for matters. Firm Options can also determine whether users have permission to change specific fields.
The Client Matter Intake module allows you to enter information for a new matter from one form instead of moving between multiple Juris windows. It can also use default values to populate fields and reduce data entry.