Creating a Client and Matter

Updated Dec 2nd, 2024

Creating a client and matter

Adding a new client and matter is now simpler and quicker. The new tool steps you through each stage of data entry and set up to ensure nothing is missed.

You can add a new client after running a conflict of interest search, or by clicking Client from the Master action menu.

Client numbers can be generated automatically as numeric (e.g. 0000001) or alphanumeric (e.g. HAR0001), alternatively you can set it to enter the client number manually.

Enter all of the details you have to hand for the client themselves, you may tick ‘This client is high-risk’, if desired. Should you need to add additional named clients, click ‘Add additional named clients’ to add the details for up to four more clients.

When you have finished click Continue.

You will presented with a notification confirming whether the client exists or not. Click continue to move forward.

You will then be presented with the option to add phone numbers for the client, click Add new to do so.

And the number, a description and choose a phone type. Click Continue to move forward.

You may enter credit control limits for the client across all matters. Click Continue when ready.

You will see a confirmation that the client details have been created. Click Continue to add the matter details.

Set the correct date opened and enter a suitable description, then choose the appropriate work type, branch and department. Click Continue to move forward.

From the lists choose the fee earner and optionally the supervising fee earner

Funding defaults to Private when you can choose the appropriate Remuneration (Hourly Rate)

If the matter is set to Legal Aid, additional options will appear:

Franchise Category: Choose from a list of available franchise categories. the UFN field will then appear.

Unique File No (UFN): To set a UFN on a matter, ensure the correct instruction date is selected alongside the UFN box, or choose it using the calendar icon, then click the UFN button at the top of the screen, which will generate a UFN e.g. 10072002/001

LA Version (Legal Aid version): Setting the UFN above will correctly select the legal aid rates set based on the date at which the instruction was taken. If not using UFNs, please manually select the latest available rate for new files.

You may enter credit control limits for the matter. Click Continue when ready.

You can set matters to automatically review at set time periods. These will appear on the fee earners’ Osprey Home screens. See our Set Matters for Review guide > for assistance in understanding how the reviews work. Click Continue to move forward.