Moving a Matter to a Different Client

You may move the Matter to the correct Client by calling up the Matter in File Maintenance Manager and choosing TOOLS, Move Matter.  The following screen will appear:

Enter the new Client Number and the Matter Number and click the MOVE Button.  If the Client to which you are moving the Matter already has an existing Matter with the same number as the Matter you are moving, enter a Matter Number not already in use for the Client.  The Move process will change both the Client Number and the Matter Number during the “Move.”