This article explains how to create a new client and matter, including conflict checks, client setup, AML search, and matter configuration.

Follow along with the video training here:

To Set Up a New Client and Matter: 

1. Start a New Client

• Go to Quick Links on the right-hand side and select New Client. This will open the conflict search window 

• Enter the client’s name to check whether they already exist in the system. If no match is found, you can proceed to create them as a new entry

• You can also print the search results for your records if needed. Once complete, click Finish at the bottom-right corner

2. Enter Client Information

• Select the client type: Individual, Group, or Company

• Enter the client’s information:

  • For the address, type in a postcode, click Search, and choose the correct option from the dropdown list. Alternatively, you can manually enter the full address, including international addresses

• Under Contact Details, enter the client information:

  • Email
  • Mobile number
  • Home number
  • Work number

  • You can also add identification information such as:

    • National Insurance number
    • Passport number
    • Driving licence number

• In the GDPR section, select the applicable option. If the client consents to marketing, tick the appropriate boxes and leave a note if needed

3. Save or Continue to AML

At the bottom-right corner, choose either:

• Save and Finish – Creates the contact card only with no Matter associated
• Save and Continue – Takes you into the next step, which is AML Search, and opens the Matter

If your firm subscribes to AML services, you will see a price list and can complete the search from there. Otherwise, select Skip to proceed to entering the Matter details.

4. Enter Matter Details

• Start with a description of the matter, then match the matter type to that description

• The Date Open should be today’s date

• You can also add optional fields such as:

  • Review date
  • Case plan date
  • Case auction date
  • Limitation date

• Fill these in if they apply and leave a note if needed

5: Configure Matter Information

Choose your hourly rate and optionally set a limit on the matter.

Then:

• Select the appropriate option under Source
• Select the appropriate VAT option
• Check the box if you need to use J Codes

If the matter involves property details, you can enter the following info:

• House number and postcode
• Plot number and plot description
• Price
• Title number
• Ownership type
• Exchange date
• Completion date

Step 6: Save and Finish

Once all details have been completed, click Save and Finish, then click Finish again to confirm.

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Unity® PMS Onboarding