To create a new client within Access Legal Case Management, please follow the instructions below.
From the menu on the left, select CLIENT.
Click on the Client button at the top right of the screen. It is the pink button that has a man with a + next to it.
Note: the client screen will show in Search Mode.
Enter the client name to search on or if a more detailed search is required, type into any of the fields on the client screen
Click on the Search button to check if the client already exists in the database.
If the main pane of the client search window does not display a match, the client
was not found therefore, you may proceed to create a client.If the main pane of the client search window does display a match, check all
details as this client may not need setting up.
Proceed to create if client did not exist by clicking on the Add button. The screen is now in Add Mode and the Save button is active.
Type the Client's First, Middle (optional) and Last Name.
Leave the Reference field blank, as the system will create a unique reference automatically.
Enter details in the Type field by selecting from the dropdown list as required.
The Start Date will add today’s date as a default, this can be changed as required.
An additional section will appear if the Company option is selected from the Type dropdown list.
Address Search
The address can be located using the Address Search which speeds up data entry. Just type in the postcode or the address to the right of Contact & Address and a drop down list should appear as you type to help you fill in the address section.
Scroll down and fill in personal details as well as any other fields that are needed.
Once all fields have been filled in, click on the Save button at the top of the screen.