In this article we will show you how to link multiple contacts to an existing Matter. This will allow you to see all of the related Contacts to a specific matter in the Matter Overview tab.
Please note in Docketwise, each Matter only has one Client. However, you can link multiple contacts to a Matter by following these steps:
Please select the matter
Select the overview tab
Select link contact under related contact
Select your contact
Add a description (optional) (example: Joe Smith Employee-Beneficiary)
Select add contact