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A client-matter number is required in order to use CiteRight in any document you create or edit with CiteRight. However, this number is not connected to your DMS or billing. It is recommended to input a client matter number whenever applicable for your own organization or in case your firm uses it for disbursement purposes.
Add a client matter number in a new document
A client matter number can be added after login and when working on a new document. Simply click the Open CiteRight button on the ribbon. If you aren't logged in, you'll be able to log in and then input the client matter number.
Edit the client matter number through the preferences
Click Preferences in the CiteRight Ribbon at the top of your document. In the Other tab, you will find a field to input the client-matter number. Click Save.