All Collections
Business Cases
Business Cases - Debtor Grouping
Business Cases - Debtor Grouping

How to Assign a prefix to jointly administered business cases

Mandy Ballinger avatar
Written by Mandy Ballinger
Updated over a week ago

Firms that are filing business cases that are jointly administered can easily group and sort all alike cases by assigning a "Client Prefix". This can be found in Client Profile > Filing Information for all business cases.

Any value entered will only be used for the purpose of sorting and grouping alike cases in the Full Case List. 

Example: 

If my firm is filing bankruptcies for the following business debtors which are all jointly administered for ABC business, I can assign all cases a prefix of "ABC" which will allow me to easily sort and find all matching cases.

The prefix is only used for sorting and will never be used on any of the forms.

Did this answer your question?