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

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