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:
- Right-click on the role, then select Add or Add existing. 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).
- Choose whether it's the same Solicitor or a different Solicitor.
- If you selected to add a new contact, enter their contact details.
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.