How do I add multiple contacts to a matter?

When you have multiple contacts on a matter, it is important to ensure all contacts are listed against that matter.

Wise Owl Legal has the functionality to allow you to add in all the contacts onto a matter to ensure they are all listed correctly.

Setup:

Adding multiple contacts to a matter is done inside that particular matter.

For help on creating a new matter, click on this link How to create a matter

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

First ensure that you have created each person or entity that is related to the matter as separate contacts.

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

Open

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.

Open

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.

Next, you will need to set the Primary Client. This is the client that will be the main contact for the matter. You are still able to contact all clients, however Wise Owl requires a main or primary contact for each matter.

To set the Primary Client, use the up and down arrows on the right hand side of the client list. The contact that is first in the list will be the primary client.

IMPORTANT: Once you have created finance or trust transactions using this matter, you will no longer be able to update the primary client so it is recommended to set up at the start of a matter.

Once you have made those changes, save your matter details.

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.