Your Client
Your client should always be who you are billing. If you are billing the entity, you should enter your client as a business.
If your client is a person, perhaps a member of the business, you should enter that person as the contact.
Additional Parties Not Listed
- There are a variety of additional fields in Smokeball's Business Law matter types.
- If you don't see a particular party listed in the matter details, select matter options (gear in the upper right corner of the matter) to access additional contacts.
- Add or remove parties as needed.
Identifying roles on contacts
When working with business entities, it is important to note who is who. Smokeball offers a place to indicate a contact’s business role. If they have more than one role, leave this area blank and just identify their role under case details.