Overview
In DocketWise, each matter is assigned a single primary client. However, you can easily link multiple related contacts (such as beneficiaries, employers, or family members) to a matter so they are visible together in the Matter Overview tab.
How to Link a Contact to a Matter
Open the Matter you want to update.
Navigate to the Overview tab.
Under the Related Contacts section, select Link Contact.
Choose the Contact you wish to attach.
(Optional) Add a Description or relationship title (e.g.,
Joe Smith - Employee/Beneficiary).Click Add Contact.
