Paralegal /Assistant (Customer) asked a question.
How do I change the client from plaintiff to the defendant in the Matter - it was entered incorrectly and has attachments in the file. Do I need to start a new matter to correct?
Linda Mallory likes this.
- Devang Shah (LEAP)
Hi @Paralegal /Assistant (Customer) ,
Thank you for posting on LEAP Community Discussions.
You do not need to start a new Matter to correct it. To change your client's role on the Matter, under the Details section of the Matter (which is the left side of the main Matter window) please locate the "Matter type" table (i.e. Civil Litigation) and click into it. This will open the Matter Type window. On the right-hand side of the window, you can swap plaintiff and defendant, and adjust the other side's attorney too.
We hope you find this information helpful. If you have any other questions, please do not hesitate to reach the Helpdesk by clicking the orange Support button in the lower right-hand corner of any window in the LEAP Community.
Kind regards,
Devang
Expand Post
Hi @Paralegal /Assistant (Customer) ,
Thank you for posting on LEAP Community Discussions.
You do not need to start a new Matter to correct it. To change your client's role on the Matter, under the Details section of the Matter (which is the left side of the main Matter window) please locate the "Matter type" table (i.e. Civil Litigation) and click into it. This will open the Matter Type window. On the right-hand side of the window, you can swap plaintiff and defendant, and adjust the other side's attorney too.
We hope you find this information helpful. If you have any other questions, please do not hesitate to reach the Helpdesk by clicking the orange Support button in the lower right-hand corner of any window in the LEAP Community.
Kind regards,
Devang