You can view the matters under the client group from the Matters page. These also include the matters of clients included in the client group. You can also add matters to the client group from this page. When you add a matter from a client group, you have to specify the client within the group under which you are adding the matter. You can add a matter to a client group, only if there is at least one client included in the client group.

1. In the Clients dashboard, hover on the row of the relevant client group.

2. Select . The client groups Matters page appears.

3. To add matters to the client group, select Add Matter. You are directed to the New matter page in the application. To know more on how to add a new matter to the client group, see Adding a Matter.

4. You can remove a matter from a client group. This implies that the matter is removed from the parent client. To remove a matter from a client group,
   1. Click on the row of the matter. The Matter Details - Overview page appears.

   2. Click  > Delete Matter. The matter gets deleted from the client, and thus from the client group. 

      NOTE:

      When a client is removed from a client group, it will be accessible through the client dashboard. Matters belonging to the client will no longer be accessible via the client group, but will be accessible via the client.