Navigating to Clients->Firms you are able to setup and manage clients.  Clients are used against matters and without them this system will not be required.  The client list will display all your clients currently loaded to Cost Consulting. Selecting a client from the list will allow you to edit the client but also allow Client Information, Invoicing and Reports.

Client Setup

Not all client information is mandatory but, for invoicing more details will definitely help.  Client categories can be create under Firm Categories but it is rarely required.  From the edit page of your client you can update client information or you can delete the client entirely.

Note:  You will only be able delete clients that have not yet been used in matters.

General Information

Creating clients are simple and effective.  Navigate to our Client Information, Invoicing and Reports article to learn how powerful Cost Consulting can be for your organization.