If you chose the wrong role for your client in a matter, follow these steps to rectify this:
- Right-click on your client and select Remove from the menu.
- Right-click on the other party and select Remove from the menu.
- Double-click on the Matter Type and change the role you represent from the drop-down menu.
- Enter a reason for making the change and select the OK button.
- Re-enter your client and the other party in the correct roles.
FAQ
Q: How do I change who is assigned to a role after the matter is created?
A: Yes. Right-click on the individual in the role and select remove. Right-click again and then choose to enter a new contact or choose from an existing contact.