You can view the matters under the client on the Matters page. You can also add matters to the client from this page.
- In the Clients dashboard, select anywhere on a client row to navigate to the Matters page.
- 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.
- To remove a matter from a client,
- Click on the row of the matter. The Matter Details - Overview page appears.
- Click > Delete Matter. The matter gets deleted from the client.
See also Managing Matter Access Requests.