Using Major Clients in PCLaw

I have never had much of a need to use the “Major Clients” feature in PCLaw. Most firms find a client/matter (2-tier) structure adequate for their needs.  However, I recently came across a firm that needed a 3-tier structure. This is where the Major Client comes in. It is important to understand that “Major Client” does not mean “very important client” (although it could be that too), but rather represents a third level of organization.

In this case, the firm represented a number of Real Estate Management companies. Each management company managed a number of buildings (“clients”) and in each building there were dealings with tenants (“matters”). So by making the Management Company a “Major Client” it was possible to generate bills and reports for the management company that encompassed all the buildings it managed without having to do it manually.

It takes a little doing to set up and manipulate, but to this sort of firm it can be very useful.