Category Archives: Entities

Business Units are discrete parts of your business

The only thing you need to start using MR is a single business unit for processing receivables; but you can set up as many BUs as you like …


Locations are places where records are stored

Locations are places where records are stored or subpoenas are served …


Contacts work at your client firms

Maintain a deep database of your contacts in MR9 …


Firms are your clients

Maintain a deep database of client companies in MR9 …


Entities

Maintain a deep database of your clients, records locations, and business units …