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This is done from the matter screen. For help on creating a new matter, click on this linkĀ How to create a matter


Once you have done completed the initial set up for your matter, you are ready to add in multiple contacts.

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For help on setting up contacts, click on this linkĀ 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

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