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 in two different ways.

Table of Contents

• Adding individual contact cards to the role
• Add Multiple parties on the same contact card

Adding individual contact cards to the role

This is suitable for parties who:

• have different addresses so that you will write to them separately;
• are transacting in the capacity of Trustee; or
• are involved in a Nomination (VIC Conveyancing only).

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.

1.    Double-click on the contact from the Matter Details section. This will open their contact card.

2.    Select Add Another Person.

3.    Enter the contact details of the second person, then select Save.

Tip:  Both party names will then appear on the same line in the Matter Details section.

When creating a new letter, they will be addressed together on the recipient list.