How I can delete the client details?
1. Click on the Matters tab present on the nap bar.
2. Click on the Matter for which you want to delete the client details.
3. Click on the Detail tab. There will be a delete box icon in the top right corner click on it, then click on the Confirm button.
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How do I view client details and linked matters?
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Go to the Matter and click on any specific client in your system. Enable the Client Portal Access option. The client will receive an email invitation to log in.Overview
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The client logs in to their Client Portal. They go to the Billing or Invoices section. They open the invoice and click Pay NowHow to share documents with the client
Open MatterSuite and go to the Documents section. Click Files Only and choose the document you want to share. Click the three dots next to the file and select Share. Pick your client from the list and click Save.