- Navigate to a Contact Profile.
- Under Profile, click on the Details Tab.
- Under Personal Info > Marital Status, click Married.
- Enter a Contact into the spouse field.
- If the Contact already exists, then begin typing the name and select it from the drop-down.
- If the Contact does not exist, then click on the black magnifying glass and click +New inside the pop-up of the Contact List to create a new Contact.
- Click Save.
- Click on Matters in the left column under Profile.
- Click +New.
- Select if the Matter will be General or Bankruptcy.
- Select your Chapter.
- Joint will default as the Type of Matter.
- Enter your Jurisdiction information.
- Fill in the Search by Zip Code field and click the Enter button on your keyboard to automatically populate the remaining fields.
- Click Save & Open.
How do I create a joint matter? Print
Modified on: Tue, 15 Aug, 2017 at 3:38 PM
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