Hello @chiptransisto 

As with many things in Smokeball, right click is the answer!  When in doubt, right click.

Thanks, but I don’t have multiple defendants. I have multiple clients - my clients. 

So my question was how do I create a Matter when I have more than one client in that matter?

Hello @chiptransisto 

Then just right click on the Client to add another.  It works for any contact in Smokeball.  Right click is magic!

Thanks.

I think some of the problem may be that I am using the billing and trust parts with Texas Bar, not the full practice management software.

Hey @chiptransisto thanks for letting me know.  You can do this there as well.  You will need to go to the Edit Matter option:

Then add in the next client.  As soon as you add a new client it will give you the option to add another.

Thanks, Sara!