video1.0<iframe src="https://www.loom.com/embed/c93d634731714fb7b460a363aa934040" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/c93d634731714fb7b460a363aa934040-1696860570894.gif407.2831829689999In 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.