Adding a multiple client
A multiple client is two or more clients that
are linked. For example, use a multiple client when adding a Mr and Mrs
to the system. Each client will have a unique client number but, when
you add a matter for them, the clients will be linked. For each linked
client, the details of the other client(s) are entered automatically on
the Client Details - Contacts tab.
Take care when entering client details as, later, the information you
type will be automatically extracted for use in letters and other documents.
The instructions below assume you are using automatic conflict checking.
If you want to have manual control over conflict checking when adding
a client, see Conflict
check when adding a client, service or contact.
To add a multiple client:
First, complete the first client's details, as follows:
On the Home
menu, click Add New Client. Add
New Client - Client Details opens.
For Client Type, select Multiple.
Type the Surname
of the first client.
When you move the cursor to the Forenames
field, ALB performs
an automatic conflict check and if there are any similar records they
are displayed on Possible Duplicates and/or
Conflicts Found. If you are satisfied that there is no conflict,
click OK to close Possible
Duplicates and/or Conflicts Found.
Type the Forenames
and click 
to select the Title
of the first client.
Note:
Titles are set up by your system administrator, in Utilities - Firm Options.
Matter
is selected by default, meaning that this client will be the primary
(lead) client for the matter. If you want the second client to be
the primary client, you will need to select Matter when you add details
of the second client, as
described below.
For Partner,
enter the code for the partner or fee earner that is responsible for
the client. Either type the code or click .
For Branch, enter
the code for the branch of the firm. Either type the code or click
.
Click Next to
go to Add New Client - Address Details.
Then,
complete the address details, as follows:
On Add New Client -
Address Details, complete the address details. More
about completing address details.
Click Next to
go to Add New Client - Additional Contact Info.
Complete
additional contact info, as follows:
On Add New Client -
Additional Contact Info, type the first client's:
Click Next to
go to Add New Client - Second Client Details.
Finally,
complete the second client's details, as follows:
On Add New Client -
Second Client Details, type the second client's Surname
and Forenames. Click
to select the Title.
Select the second client's Relationship
to the first client from the drop-down.
If you want the second client to be the
primary client by default, select Matter.
Note:
If you previously selected Matter for
the first client, selecting it for the second client deselects it for
the first.
Click Next to
go to Add New Client - Second Client Address Details.
On Add New Client -
Second Client Address Details, if the second client has the
same address as the first client, select Use
same address as first address. Otherwise, complete the address
details as
described above.
Click Next to
go to Add New Client - Second Client Additional
Contact Info.
On Add New Client -
Second Client Additional Contact Info, if the second client
has the same contact information as the first client, select Same as first contact info. Otherwise,
complete the contact information as
described above.
Click Next to
see a summary of the information you have entered for the multiple
client.
If you need to make any changes, click
Back until you reach the screen you need
to amend. When you have finished the amendment, click Next
until you return to the summary.
Click Finish.
Client Details opens showing the information
that you have added for both clients, in separate Client
Details windows. The non-primary client's record is at the
front.
What next?
You can record other details about each client, on Client
Details. See Adding client
details.
Related topics: