Each matter may have multiple persons involved, such as attorney, partner, contributor, client, assignee, paralegal, foreign associate or law firm. You can easily update these values for multiple matters at once by following the steps below:
- In the Matters module, create a filter if you wish to more easily select the matters you wish to change. For example, you may want to filter on a particular client.
- With the filter created, click the Select All checkbox for the matters you wish to change.
- Click the Set Matter Contacts button.
- Add the desired changes to one or more of the contact fields. You only need to add contacts for the fields you want to change.
- Click Ok to confirm the changes.
