Skip to content
LexchangeHelp center
Browse help topics

Clients and matters

Create clients and matters, then review their work and billing records.

For:
Billing staff, Workspace admins
Updated:
Aug 26, 2026

Find or create records

ControlWhat it doesAvailability
SearchFilters client and matter names.Client-management access
Client / Matter viewChanges the list hierarchy used for review.Client-management access
New ClientCreates a client, then opens its details.Client-management access
Add matterCreates a matter under the selected client.Client-management access
Export clientsDownloads all clients in the current workspace as Excel, including contact details, status, and matter counts.Client-management access
DeleteOpens a confirmation before removing the selected client or matter.Authorized users; dependent records can block deletion

Review tabs

ControlWhat it doesAvailability
TasksReviews time entries and supports filtering, sorting, selection, editing, and moving work.Client-management access
ExpensesReviews and moves expenses by client or matter.Client-management access
InvoicesShows invoice history and opens saved invoices.Invoice-management access
Client DetailsEdits contact details, balances, credits, and deposits.Client-management access
Firm OverviewShows member rates and firm totals.Authorized firm reviewers

Filters and selection

Use the search, context, lawyer, date, charged-status, sort, and grouping controls to narrow the list. Selected tasks and expenses can be moved to another client or matter. A double-click opens an editable item where supported.

Charged records can be locked by invoice state. Review the related invoice before changing them.

Related guides