You can view the matters under the client on the Matters page. You can also add matters to the client from this page.

  1. In the Clients dashboard, select anywhere on a client row to navigate to the Matters page.
  2. To add matters to the client, 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, see Adding a Matter.
  3. To remove a matter from a client,
    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.

See also Managing Matter Access Requests.