Clients and Matters

Because Brief Accounting has a relational database at its heart, client or matter information can be accessed from within any module. Searching for information is quick and simple, and can be accomplished using only partial information.

Each client information card is set up only once in Brief Accounting. A client can have multiple matters active at the same time, each with its own unique matter number. Brief Accounting can automatically suggest matter numbers for new clients, or you can override the suggestion and enter in your own alphanumeric code. Notes can be attached to each client and matter. Once you have located the client information card, you can easily "zero-in" on related matter, ledger or notes by clicking on the Tabs at the top of the screen.

Brief Accounting helps you manage your client database by:

• Entering Client information only once
• Allowing multiple matters per client
• Automating matter file numbering
• Showing up-to-date account balances and last transaction date on matter card
• Using "Task Oriented" data entry
• Searching quickly and intelligently
• Tying billing rate and trust bank account information to the matter