Please Ensure the Clients have been created, before adding to a Matter. If you need assistance with that, please see our guide on Setting up a New Client
Step 1: Creating a Matter
to create a Matter through the 'Matter Maintenance' section. See Setting up a New Matter for full guide.
Step 2: Adding Multiple Clients to a Matter
Once your Matter is set up, click on 'New' within the 'Matter Clients' section
- A text Box will open
- Search for the Client/Clients
- Type in their first or last name
- Click on the Clients name
- This will add them to the Matter
You can now repeat the process of searching and clicking on the clients until all clients related to the Matter have been added.
Step 3: Save
Click 'Save' in the top left corner. The Matter has now been updated and you can close the 'Matter Maintenance' tab.