Cross company workers

Client Relationship Partner

User definable parameter is available in the Accounts receivable parameter form to enable selection of person from other legal entity as a Client relationship partner while creating client.

Matter management

User definable parameters are available in the Matter management and account parameters form to enable selection of person from other legal entity as a Matter relationship partner and Matter partner while creation/updating of a matter.

On creating a matter, if matter partner picked from other legal entity and dimensions are not active in the current entity will lead to matter dimension value to default from client.