How Do I Format a Matter That Has Multiple Primary Clients?

How Do I Format a Matter That Has Multiple Primary Clients?

If you have a Matter that has more than one Primary Client and cannot make one party the primary client, you can use this solution to organize your Matter:
  1. When you are creating the Matter add a new company as a Primary Client.



  2. This new Company will act as a Contact Group for the Matter. We suggest naming it with both parties names (ex. "Jane Doe and John Doe")

  3. Click on 'Create Contact' to add both parties to this Company.




  4. Under the 'Other Contacts' section, add the two parties as Matter Contacts and assign them to the company you made for the primary client.



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