How Do I Change the Primary Client in a Matter?

How Do I Change the Primary Client in a Matter?

If the Primary Client for your Matter changes or you accidentally selected the incorrect Contact, you can always change this field. If you would like to change the role of any Contact other than the primary client, this will be done differently.
  • Select the Matter you would like to change the Client for

  • Click on the Primary Clients name inside of the white box on the left



  • Select the new Contact from the drop-down list



  • Click on the blue checkmark to save


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