---
title: "Client Matter Intake 27.1.202636.6506"
slug: "client-matter-intake-27-1-202636-6506"
updated: 2026-09-07T09:13:43Z
published: 2026-09-07T09:13:43Z
canonical: "docs.abakion.com/client-matter-intake-27-1-202636-6506"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.abakion.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Client Matter Intake 27.1.202636.6506

**Release Date:** September 4, 2026

## ![Summary](https://cdn.document360.io/b53c92b4-6b2d-4730-b8fc-fa2e7b107470/Images/Documentation/Summary.svg) Summary

  

- **New fields for confidential and urgent matters** — matters can now be flagged directly during creation, and a new fact box shows the client's other matters (3687)
- **Client relations fixed on VAT lookup** — client responsible and other relations are now populated correctly when creating via VAT number lookup (3597)

  

### ![New Features](https://cdn.document360.io/b53c92b4-6b2d-4730-b8fc-fa2e7b107470/Images/Documentation/Group%206.svg) New Features

**New fields and layout changes on the client/matter creation pages (Confidential Matter, Urgent Matter, Client Matters) (3687)+**

  

On **New client/matter creation** and **Client/matter creation** a matter can now be flagged as a **Confidential Matter** or **Urgent Matter** directly during creation.

Once a client has been selected, a new **Client Matters** fact box also shows a quick overview: how many matters the client appears in as **client**, **counterparty**, or **target**. These fields are display-only.

"Target" is a relation type alongside "Client" and "Counterparty", set up in **Abakion Legal Setup** as one of the three configurable relation types that drive the count in the **Client Matters** fact box. The role is typically used to flag the company or person a matter concerns, without being the client or counterparty – e.g. a target company in a due diligence matter.

On **New client/matter creation**, the page has also been reorganized: the template and controller fields now sit in a new **General** band at the top of the page, and **Employees** has been moved out into its own band.

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### ![Bug Fixes](https://cdn.document360.io/b53c92b4-6b2d-4730-b8fc-fa2e7b107470/Images/Documentation/Group%207.svg) Bug Fixes

**Client responsible and other relations were not populated on VAT number lookup in CMI (3597)+**

  

When creating a client/matter in the **CMI template** by looking up a **VAT number** instead of the client name, the client's employee relations — including **client responsible** and any other configured relations — were not populated automatically, even though the client already existed in Business Central. Searching by client name instead populated the relations correctly.

This has now been fixed, so a VAT lookup on an existing client links the client to the matter correctly, populating client responsible and other relations the same way as with a name search.

If the VAT number matches multiple client contacts, a search modal is now shown so the user can select the correct client — in line with how name search already works.

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