Create a multi-clients matter

Create a multi-clients matter


The principle of creating a multi-clients matter is similar to Creating a single-client matter. The only difference that you will need to add each of your client as a "Client" in the matter.

You can create a matter with multiple clients:
    • Either by accessing the list of your matter via the left side menu and clicking on the button 
    • Either by clicking on the button  from the top menu Jarvis and selecting "Add" > "Matter"


  • Complete the General information tab
  • Click on Next
  • In the client field type the name of your first customer.

NB: If you have already created the contact, Jarvis will suggest this contact while you're typing and you can click on it to select it. If the contact does not exist yet, you can type the name of the contact and click on the label "Add [Customer name]" that will pop up below the field.

  • Click in the field Add a party
  • Select the existing option Client

  • Type the name of your second client
  • Repeat until all your clients are added.
  • Click on Next until reaching the last step and click on Save.

Your multi-client matter has been created. In the matter, in the Clients card the list of the clients of the matter will show up:





Multi-clients matters are the subject to a Specific billing.

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