Skip to main content
Solved

Need to know how to fix mistake I made in matter intake

  • February 1, 2023
  • 1 reply
  • 59 views
M

Hello Community -- I am a new user and made an error in intake of a pre-decree matter, my client is the respondent and I set this up as though she were the petitioner. I tried to remedy my error yesterday, but the matter name shows the husband’s (petitioner’s) name. Can someone tell me how to fix this?

Full disclosure, I am brand new and have not posted here before.

Thank you in advance.

Best answer by zac.meyer

To change your client's role, please follow the following steps exactly:

  1. Right click and Remove your client
  2. Right click and Remove the other side
  3. Double click on the matter type and change the role that you represent
  4. Re-enter your client and the other side.

 

View original
Did you find this topic helpful?
This topic has been closed for comments

1 reply

zac.meyer
Smokeball Team
Forum|alt.badge.img
  • zac.meyerSmokeball Team
  • Smokeball Team
  • 67 replies
  • Answer
  • February 1, 2023

To change your client's role, please follow the following steps exactly:

  1. Right click and Remove your client
  2. Right click and Remove the other side
  3. Double click on the matter type and change the role that you represent
  4. Re-enter your client and the other side.

 

M
1 person likes this
  • M
    Martha.l

Most helpful members this week

Terms & Conditions