Adding multiple contacts to matter details

If your matter involves multiple people in one party, such as having two purchasers on a matter, you can record them by adding another role.

1.    Right-click on the role and then select Add or Add existing. 

Tip:  The menu names change depending on the role you select (e.g. select Add Purchaser or Add an existing Purchaser if you have right-clicked on the Purchaser role).

2.    Choose whether it's the Same Solicitor or a Different Solicitor.

3.    If you selected to add a new contact, enter their contact details.

Tip:  Party names will then appear on separate lines in the Matter Details section.

When creating a new letter, the additional contact will be available to choose from in the recipient list.  Learn more about generating a letter or precedent for multiple contacts on a matter.