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Add multiple clients to a matter

Learn how to add additional clients to an existing or new matter.

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Written by Huzayfah Patel

Add Multiple Clients to a Matter

  1. Create a new matter or open an existing matter.

  2. Click the Clients tab.

  3. Click + Add.

📌 Note: The existing client for the matter will appear and will be selected as the lead client.

  1. Wait for the Client screen to open in search mode.

  2. Click Search.

  3. Enter the client details you want to search for, such as Suliman.

  4. Press Enter or click the magnifying glass icon.

  5. Double-click the row for the client you want to add.

  6. Click OK.

  7. Click Yes.

📌 Note: The Client screen will show the selected client. Use the arrows in the top-right corner to move between clients from the previous search results.

  1. Return to the Matter screen and confirm that the additional client has been added.

  2. Click OK.

📌 Note: To add more clients, click + Add and repeat the steps above.

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