Finding other Records Related to a Client-Matter Number a Displayed Search Result

Updated April 14, 2025 20:27

The easiest way to find other records related to a Client-Matter referenced in a record shown in your search results is to use the “Related Info” Search feature. Highlight the record with the Client-Matter Number in question, right click and choose “Search for Related Info,” and “Search Using Client-Matter Code.” All records containing the same Client-Matter Code will be displayed.

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Finding other Records Related to a Client-Matter Number a Displayed Search Result

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