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CommunityIf I have got the names mixed around and the file thinks I am acting to the other party, how do I change it back so that the file reflects the correct party that I am acting for?

If I have got the names mixed around and the file thinks I am acting to the other party, how do I change it back so that the file reflects the correct party that I am acting for?

  • Open the matter and double click on the "Matter Type" field on the left-hand menu. A box opens up. On the right hand side, you can see your client and the other side. There are arrows to the right of those boxes which when you hover over it, it says "swap client/otherside tables". This will switch them around.

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If I have got the names mixed around and the file thinks I am acting to the other party, how do I change it back so that the file reflects the correct party that I am acting for?