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Is anyone else experiencing an issue when converting Leads to Matters where the Prospect becomes “Client 1” and there is a blank “Client 2” field, along with several other “!” and “2” fields for almost every information field in the Matter?

We will have an estate planning Matter with Client 1 (prospect info) and Client 2 (blank). When I attempt to add a spouse in the Client 2 field, it will change Client 1 to Client 2 and then add a blank Client 3 field. All of the other fields have a 1 and 2 (Estate Details, Beneficiaries, etc), and when you fill one out, it messes up the whole matter. We are constantly having to delete matters and start over from scratch with the “Create New Matter” button. 

 

Hello @Reckless_Kelly 

Our Support team will contact you to look into these issues.


@Sara Sultan 

We have not heard from anyone regarding this, and it is still a real issue that is taking up time to fix.


Thank you for letting me know.  I have contacted the Support team again.  If you do not hear from them by end of day, please let me know.


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