{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/c93d634731714fb7b460a363aa934040\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/c93d634731714fb7b460a363aa934040-1696860570894.gif","duration":407.2831829689999,"title":"Creating Clients &amp; Matters in Caseload","description":"In this episode of Case Load Basics, I will guide you through the process of creating clients and matters. We will explore the different options available and the steps involved in creating a new client and matter account. I will also explain the importance of entity details and how they affect document production. Throughout the video, I will provide tips and suggestions to help you fill out the necessary information effectively. By the end of this video, you will have a clear understanding of how to create clients and matters in our system."}