Hello everyone we recently moved from Leap so still learning all the ropes. Our firm frequently acts as a settlement agent for other law firms, I know that there was an option for this in Leap however I cannot seem to find one in Smokeball.

I have already tried creating custom template from the prepopulated templates however, I still cannot modify or create additional roles/parties to the matter, (i.e. our client is the law firm and there client is the Buyer/Seller).

Is there anyway around this we currently have no choice but to input the instructing law firms client as our own which is playing up with our internal client records.

Many thanks in advance.