How to Move Matters Between Clients

Overview: This article will walk you through moving matters between matters. 


  1. From the Navigation Pane, click on View Clients and Matters List under the Clients & Matters dropdown. This will open up the View Matters List Page. 

  1. Click the expand arrow next to the client to see the matter that you want to move. Click on the name of the matter (on the blue text). This will open up the matter ledger.

  1. Click on the Edit Matter button.

  1. Click on the drop-down arrow next to the Client name. Choose the new client from the list.

  1. Click the SAVE button.