A quick and easy way to make changes or corrections to a form or the client's information without having to rebuild or review an entire form.
First, go to Client/Matter Manager and choose a client and then a matter. Then, click on the Options tab and scroll to Edit Matter Answers.
Under Matter Answers, you can edit answers in the designated fields by clicking on the question in blue.
Then add or update your answer and click on Save.
To print out all the questions and answers after you edit, simply click on the Print Matter Answers button at the top of the page to print out the entire list of questions and answers for a single matter.
Preview the client's information and print.