Setting Client Relations
 
This feature is used for setting relations between matters and contacts.  Setting relations is what supports our conflict check feature. 


Note: You must first be sure to add all non-client contacts into your address book under the Contact tab (clients are added automatically when entered in the matter setup window)

To Set Relations:
  • Start at the Matter page
  • Select the requested matter
  • Click "Details", or double-click the requested matter

 

  • In matter details, click on the Relations tab > Click ADD

  

  • Enter the contact name and relation to matter
  • Click save

   

Your relation has now been set. For help on running a conflict check, read HERE