For example, you might want each matter to have a different attention line. RTG Bills lets you copy the client address and then add the attention line. In general, if the client name is the same for several matters, then we would consider those matters to belong to one client. The client name is always the first line of the mailing address. Grouping matters by client has several advantages.
Many reports give subtotals by client.
The client cover page shows each matter and the total due for the client. The next step is to decide which type of conversion you will use. The different types determine how Timeslips clients are converted to RTG Bills clients and matters. We call this a Type 1 conversion. During the conversion, a client and a matter are created for each Timeslips client.