...
For help on setting up contacts, click on this link How to create a contact
To add the contacts onto the Matter:
From inside of your matter, click on the Clients and Contact Gold bar to open that section
...
On the left hand side, you will have a list of all the clients associated with that matter. On the right hand side, you have any other contacts related to the matter.
...
From the left hand side, choose the green 'Add Client' button to add a new line in to the client's side.
You will then be able to search for a client in the line that opens up. Choose your client from the drop down list.
Continue to add additional clients until all of the associated clients are added to that matter. Delete any empty lines to avoid errors.
...
You can check the Primary Client after this by opening the Matter Details Gold tab and looking at the Primary Client listed at the top.
...