Client search

Client search

Use client search to quickly find a specific client, or use the advanced search filters to narrow the list of clients by referrer, sector, account manager, or billing status.

1. Go to Matters → Clients.

2. Type the client's name in the Search field. All clients that partly match the entered value appear in the results. Clients can also be filtered based on their status (Active/Archived).

 

More filters

Click More filters to see the full set of filters.

The search filters are explained below:

• Status: describes the state of the Matter, which can be either Active, Inactive or Archived.

• From date: shows clients with a creation date on or after this date.

• To: shows clients with a creation date on or before this date.

• Is billable: filter by Yes or No, based on whether the client is set to billable.

• Originator: search for and select the internal referrer, the fee earner who brought in the client.

• Account manager: search for and select the account manager assigned to the client's primary contact.

• Branch: search by branch from a predefined list of available branches for your environment.

• Sector: search by sector classification, if your organization uses one.

• Referrer: search by the client's external referrer.

• Parent client: include a parent client in your search, if a parent company (of which this client is a subsidiary) is linked to the client. This returns the parent’s children, but not the parent itself.

• No time entries since: find clients with no work done after a specific date.

• Archivable: choose Yes or No. Choosing Yes limits the results to clients whose matters contain no work in progress, disbursements still to be charged, advances still to be settled, or outstanding invoices.

• Engagement letter status: search by the status of the client's engagement letter, which are Not sent to client, Sent to client, Received back from client, Covering agreement and Did not become a matter.

• Has document type: search by the type of document on file for the client, such as engagement letter or a custom document type.

• No document type: select a document type. Returns clients that have no document of that type.

• Tags: search by one or more tags assigned to the client. The search returns clients that possess all of the selected tags.

By default, the search only includes active clients. To search for archived clients, use the Status field at the top of the filtering options.