⚠️ Check Your Version.
The steps in this article are for Reporting (Microstrategy) users only. If you use Dashboards & Analytics (Amazon Q), proceed to these articles instead.
Clients (Offices and Persons)
| Object Name | Application Page and Field Name | Object Definition | Object Type | Content |
|---|---|---|---|---|
| Client Individual Access Date and Time | Individual Profile: Access date and time | Date and time the user logged in to CounselLink. | Attribute | Number |
| Customer Corporate Name | Corporate Profile: Name | Customer organization name at the highest (corporate) level. | Attribute | Text |
| Customer Division Name | Division Profile: Name | Customer division or business unit name at an intermediate (division) level. | Attribute | Text |
| Customer EDI User ID | Not visible within CounselLink | Customer supplied user ID from an external application. | Attribute | Text |
| Customer Office Name | Office Profile: Name | Customer office or practice group name at the lowest (office) level. | Attribute | Text |
| Customer User Invoice Authority Amount | Individual Profile: Invoice Authority Amount | Threshold amount up to which a customer user may approve a single invoice for payment. | Attribute | Number |
| Customer User Matter Authority Amount | Individual Profile: Matter Authority Amount | Threshold amount up to which a customer user may approve total invoice amounts for a given matter. | Attribute | Number |
| Customer User Name | Individual Profile: Name | Customer user full name. | Attribute | Text |
| Customer User Role | Individual Profile: Application Roles | CounselLink application roles associated with a customer user. | Attribute | Text |
Clients (Offices and Persons) - Client Allocation Contacts
| Object Name | Application Page and Field Name | Object Definition | Object Type | Content |
|---|---|---|---|---|
| Client Allocation Contact ID | Corporate Profile: Allocation Contacts; Matter or Invoice / Allocation tab | Returns allocation contact IDs for all contacts set up for the corporate customer. | Attribute | Text |
| Client Allocation Contact ID Eighth Segment | Corporate Profile: Allocation Contacts; Matter or Invoice / Allocation tab | Returns the eighth segment of the allocation contact ID. | Attribute | Text |
| Client Allocation Contact ID Fifth Segment | Corporate Profile: Allocation Contacts; Matter or Invoice / Allocation tab | Returns the fifth segment of the allocation contact ID. | Attribute | Text |
| Client Allocation Contact ID First Segment | Corporate Profile: Allocation Contacts; Matter or Invoice / Allocation tab | Returns the first segment of the allocation contact ID. | Attribute | Text |
| Client Allocation Contact ID Fourth Segment | Corporate Profile: Allocation Contacts; Matter or Invoice / Allocation tab | Returns the fourth segment of the allocation contact ID. | Attribute | Text |
| Client Allocation Contact ID Second Segment | Corporate Profile: Allocation Contacts; Matter or Invoice / Allocation tab | Returns the second segment of the allocation contact ID. | Attribute | Text |
| Client Allocation Contact ID Seventh Segment | Corporate Profile: Allocation Contacts; Matter or Invoice / Allocation tab | Returns the seventh segment of the allocation contact ID. | Attribute | Text |
| Client Allocation Contact ID Sixth Segment | Corporate Profile: Allocation Contacts; Matter or Invoice / Allocation tab | Returns the sixth segment of the allocation contact ID. | Attribute | Text |
| Client Allocation Contact ID Third Segment | Corporate Profile: Allocation Contacts; Matter or Invoice / Allocation tab | Returns the third segment of the allocation contact ID. | Attribute | Text |
| Client Allocation Contact Name | Corporate Profile: Allocation Contacts; Matter or Invoice / Allocation tab | Returns allocation contact names for all contacts set up for the corporate client. | Attribute | Text |
| Client Allocation Contact Status | Corporate Profile: Allocation Contacts; Matter or Invoice / Allocation tab | Returns allocation contact statuses for all contacts set up for the corporate client. | Attribute | Text |