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

  • 1 February 2023
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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.

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Best answer by zac.meyer 1 February 2023, 15:33

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zac.meyer
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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.

 

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