How to Set Client Relations

This feature is used for setting relations between matters and contacts.  Setting relations is what supports our conflict check feature. 

Watch a Video

Step by Step Instructions

Go to the Matters page

Select the requested matter

Click “Details”, or double-click the requested matter


In Matter Details, click on the Relations tab > Click Add


Enter the contact name and relation to matter

You can also add a new contact from the set conflict check relations window, by clicking on theicon.

When ready, Click Save.

Your relation has now been set. For help on running a conflict check, read here.
Updated on June 14, 2019

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