Update the Clients on a Matter
Go to the Case Tracking page for the relevant matter.
Select the Matters tab.
Click Manage clients.
Do one of the following:
Click Add to add a new client to the matter.
Click Remove client to remove an existing client from the matter.
When you have finished making changes, click Save changes.
Your matter will now reflect the updated number of clients.
Still Need Help?
If you are still having issues changing the number of clients on a matter after following these steps, please raise a new support case online and reference the title of this article so the Support Team can assist you.