In the event that a client requires a Client Matter ID for the work assigned, these referred matters can be found in CounselGO by navigating to Matters on the lefthand side on the main menu.
After selecting Matters, the biller can view all of the Client Matter IDs along with descriptions of the matter provided by the client.
Please ensure that these Client Matter IDs are included in the invoices that are to be submitted to the client. The IDs are case sensitive so add them to the invoice exactly as they appear in CounselGO.
If a matter is not found, then the vendor will need to contact their client so that the client can create and assign the matter.
Please contact firstname.lastname@example.org for any other questions and we are happy to help.