Manage Client Relations

Adding relations to matters and contacts supports the conflict check feature and helps when creating merge fields for document assembly.

Watch a Video

Add a Relation

To add a relation:

1. From the left navigation panel, click Matters.
2. On the Matters screen, either double-click the matter, or single-click the matter to highlight it, then from the toolbar, click Details.
3. From Matters left navigation, click Relations.
4. From the toolbar atop the Relations screen, click Add.
   
5. On the Set Conflict Check Relations screen, in the Contact Name field, enter the contact name. To add a new contact from this screen, to the far right of the field, click the orange plus icon. You can also add contacts from the Contacts area.
6. If you wish to see Active Contacts Only check the box.
7. From the Relation field’s drop-down, enter the contact’s relation to the matter.
   Note

   The Relation field entries must be unique to create proper merge fields. For example, if you have two witnesses, one can be labeled Relation type Witness and the other Witness 2, or other unique labels you prefer.

   You can add new relation types under Setup > List Items > Contact Type.

8. In the Notes field, enter any notes relative to the contact, if desired.
9. In the lower right corner, click Save.
   The system saves your relation.

Edit a Contact

To edit a contact:

1. From the left navigation panel, click Matters.
2. On the Matters screen, either double-click the matter, or single-click the matter to highlight it, then from the toolbar, click Details.
3. From Matters left navigation, click Relations.
4. On the Relations screen, double-click the relation, or single-click it to highlight it, and then from the toolbar, click Edit.
5. On the Edit Conflict Check Relations screen, make your changes.
6. In the lower right corner, click Save.
   The system saves your changes.

Delete a Relation

To delete a relation:

1. From the left navigation panel, click Matters.
2. On the Matters screen, either double-click the matter, or single-click the matter to highlight it, then from the toolbar, click Details.
3. From Matters left navigation, click Relations.
4. On the Relations screen, single-click the relation to highlight it, and then from the toolbar, click Delete.
   The Delete Relation message box reads: Are you sure you want to delete selected Relation?
5. Click Yes.
   The system deletes the relation.