...
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.
...
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
...