1. Select Clients from the navigation bar.
    The Clients dashboard with the list of clients appears.
  2. On the Clients dashboard, 
    • In the row of the client group you want to update, click  > Client Group Details.
      Alternatively,
    1. Click anywhere on the row of the client group you want to update. The Matters page appears.
    2. Click Client Group Details page. The Client Group Details - Overview page, displaying the general details, staffing details, security details, clients, matters, conflict details, and matter security distribution, appears.

From the menu displayed, click the required tab to perform the corresponding tasks.

Tab

Functionality

Updating General Details

Update the general details, administrator and administrator type for the client group, and the scheduled review for the client group.

Updating Security Policy

Update the client group's security policy, access request settings, memo and Viewing and managing Client Group Holds.

Updating Client Group Staffing

Update the users in the client group team, support staff list and responsible attorney

.


Updating Notifications

Update the notification settings for the client group.

Updating Conflicted Users

If you have the Conflicts Officer or Conflicts Administrator Users and Roles, update the list of users with conflicts with the current client group.

Viewing and Updating Opposing Team Sets

If you have the Conflicts Officer or Conflicts Administrator Users and Roles, update the list of clients / client groups working on opposing matters of the current client group.

NOTE:

Alternatively, in the Client Group Details - Overview page, click the respective button to navigate to the content under the corresponding tab. See Viewing Client Group Details.