Using Client / Matter Record Types

There are a number of new Record Type behaviours in RM, including the Client behaviour and the Matter behaviour. Using these Record Types enables effective capture of legal records. A Client record is established, which holds the Matter records (of that Client), which utilise the Automated Sub Folder feature. Sub Folders can be regular folder records with classification applied.

For example:
records

Tip – Think bigger! Can you use this just for legal records or any Client based transactional area….

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