A Client Matter ID is a unique SimpleLegal-generated identifier for each matter. It is used to connect invoices to the matters they bill against. Each matter has its own unique Client Matter ID.
- Log in to CounselGO and select the client you want to work with.
- From the left navigation bar click Matters.
Here, you can view the Client Matter IDs in the first column, along with descriptions of each matter, as provided by the client.
- You can click a row to open that matter record.
IMPORTANT! Ensure that you include the Client Matter ID on the invoices that you submit to the client. The ID is case sensitive, so add it to the invoice exactly as it appears in CounselGO.
If the Matter is Missing
If you cannot find a matter in this list, please contact your client. The legal department may need to create the matter and assign it to your firm.
Contact Us: Please contact firstname.lastname@example.org for any other questions. We are happy to help.