From the Client Group Details > Security tab, you can view a list of the holds that include the client group, and add existing holds to the client group.

Holds on a client group are applied to all of the clients in that client group, regardless of client group security settings.

Holds on a client are also applied to all of the matters under that client, regardless of client or matter security settings.

For more information about holds, including how to create them, see Holds.

Viewing client group holds

In the Client Groups dashboard, 

  1. Select anywhere on a client group row to open the client group page. The Matters page is displayed, by default.
  2. Select Client Group Details.
  3. Select the View Holds button. All of the holds which include the client group are listed.

Select a hold in the list to navigate to that hold. For more information, see Holds.

Adding existing holds to a client group

In the Client Groups dashboard, 

  1. Select anywhere on a client group row to open the client page. The Matters page is displayed, by default.
  2. Select Client Group Details.
  3. Select the View Holds button. All of the holds which include the client group are listed.
  4. Select the Add Hold button. All available holds are listed.
  5. Use the filter and selection tools to select the holds you want the client group to be a part of.
  6. Select OK. A confirmation message displays.

The hold is added to the client group.

Removing holds from a client group

Holds applied directly to a client group can be removed from the client group.

Holds applied to a client group as a result of the client group being part of another item, such as a collection, can only be removed at the level of the containing item.

In the Client Groups dashboard, 

  1. Select anywhere on a client group row to open the client group page. The Matters page is displayed, by default.
  2. Select Client Group Details.
  3. Select the View Holds button. All of the holds which include the client group are listed.
  4. On the row of the hold that you want to remove, select .
  5. Select Remove. A confirmation dialog displays.
  6. Select Yes.

A success message is displayed and the client group is no longer under that hold.