I added a client to a matter that should be there. How do I remove the client from the matter?

NOTE: the addition or removal of a client using this tool does not change, edit or revise the buyer(s) and/or seller(s) on the matter. This function only changes which client is related to the matter.

A client can now be added or deleted from an existing matter by a user by following these steps:

To delete a client:

1. Go to the Firm menu on the left side of the screen and Click Dashboard.

2. Click the +Filters button. Search for the desired matter based on any combination of fields.

3. Click the Actions menu next to the matter and click Edit

4. To delete the client, click on the “x” to the left of the client (highlighted in yellow in the image below) that needs to be removed from the matter. NOTE - You will need to go into the related matter and remove the buyer/seller if required for the matter.

To add a client:

1. Go to the Firm menu on the left side of the screen and Click Dashboard.

2. Click the +Filters button. Search for a matter based on any combination of fields.

3. Click the Actions menu next to the matter and click Edit.

4. You can either start searching for an existing client by entering 2 or more characters and selecting a client, or you can add a new client by selecting ‘Add new Clients’. NOTE - You will need to go into the related matter and add the buyer/seller.