Organizations as Clients

Purpose: There are times when you have repeated Organizations as your clients. This allows you to create Cases for Organizations that exist in the Organization table.

Cost: TBD, Currently in Beta.

Enablement: Requires LegalServer staff to enable the feature.

Organization Records

Once the feature is enabled, there is a new Organization listview called Organization cases. This allows you to see any cases created for the Organization on the Organization Profile.

There is also a block available for use on an Organization Aux form called New Matter From Organization. This requires you to pick an Intake Process to use for creating a case from this Organization record.

Organization Cases

The Organization Client Information block gains a new configuration setting to Prompt for Existing Organizations. If this is set to yes, you'll have the option to Use an existing Organization instead of having to type in everything about the organization.

Fields set by this feature include:

• Organization Name
• Phone Business
• Phone Fax
• Primary Address

Organization Cases via API

API v2 allows you to send an organization_uuid parameter when creating a case which would link the new matter to an existing Organization.