I have a client that is listed as Mother and he is the Father. I go into the details and it will not allow me to change it. Help.
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Hi there,
Great question. Depending on the matter type, in matter details under the matter type space, click matter type. It may allow you to change representation from mother to father. See if that works
More Specifically.
To change your client's role, please follow the following steps exactly:
- Right click and Remove your client
- Right click and Remove the other side
- Double click on the matter type and change the role that you represent
- Re-enter your client and the other side.
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