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

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 holds

In the Clients dashboard, 

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

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

Adding existing holds to a client

In the Clients dashboard, 

  1. Select a client row to open the client page. The Matters page is displayed, by default.
  2. Select Client Details.
  3. Select the View Holds button. All of the holds which include the client 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 to be a part of.
  6. Select OK. A confirmation message displays.

The hold is added to the client.

Removing holds from a client

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

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

In the Clients dashboard, 

  1. Select a client row to open the client page. The Matters page is displayed, by default.
  2. Select Client Details.
  3. Select the View Holds button. All of the holds which include the client 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 is no longer under that hold.