Inquiry provides in-depth details about a selected client or matter.
Searching for a Client by reference or name
Use the Client Number or Client Name field to search for a client by directly entering all or part of the client reference or surname.
This will display a list of clients matching your search. Select a client from the list by double-clicking the desired record to open the Inquiry app.
Searching for a Client and Matter by reference or name
- Double-click the Client Number field to open the Client Matter Select app for a more detailed search.
- Using the “Surname” field, enter all or part of the client’s name to display a list of clients with the matching name.
- For common names that display many records, enter all or part of the client forename in the “Forename” field to refine your search.
- For non individual clients, enter the entity name e.g. ANZ Bank
- Using the “Reference” field, enter all or part of the client reference or surname.
Select a client from the list to view details of their associated matters. Double-click on a listed matter to open the Matter Inquiry.
Learn more about Client Inquiry here Client Inquiry – LegalOffice User Guides
Learn more about Matter Inquiry here Matter Inquiry – LegalOffice User Guides