Client Tips

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A Time59 Client can represent either a client OR a specific matter for a client.

You should set up matters as separate Time59 Clients if you want to keep payments and balances separate by matter.

If you set up matters as separate Time59 Clients, you can assign these multiple Time59 Clients a common Group Code. You will then be able to view reports by Group Code, providing a consolidated view of activity for the client across multiple matters.

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