How do I change the Client ID\Matter ID on a file?

Changing the Client\Matter ID of a File

When linked to an accounting package the client and matter ID fields are greyed out. This is be design. Amicus Attorney by CARET “locks” these fields down as these are the identifiers used to link with your accounting package (PClaw, Timeslips, QuickBooks). Sometimes you may need to make a change to this field, either because the client ID is incorrect or it has changed in your accounting package.

Changing the Client ID:

You must have Amicus Attorney by CARET Administrator rights to do these steps.

Ensure no users are posting time OR creating new files

Go to Firm Settings

Select Time > Accounting

From the drop down select Manual Entry

Log out of Amicus Attorney by CARET and back in again

Access the Primary Client card of the file in question.

To find the primary client access the File – Admin – Accounting.

Change the Client ID or Matter ID

If you are just changing the Matter ID, you don't need to do the below step of editing the Primary Contact's Client ID.

On the client card itself right Click and select Edit. 

The Client ID field is in the Upper right hand corner.

Change the Primary Client's Client ID

Click "YES" to the warning below:

Please note that the Client ID is controlled by the Primary client. When this client Id is modified the Client ID will change on all files wherein this People record is designated a Primary client. Therefore there is no need to modify all the files associated with this contact.

Please ensure that the change you make here is also done in PClaw\Timeslips\QuickBooks as well. Consult their help or Technical Support for instructions on modifying their data.

Click OK

Go to Firm Settings – Time – Accounting and set the link back to your accounting package.

Log out of Amicus Attorney by CARET and back in again for the change to take effect.