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Transfer Matters

Move matters from one firm/vendor to another.

The Transfer Matters hyperlink in the Application Administration | Firms & Vendors sidebar allows site administrators and super users to move specific matter records from one firm or vendor to another.

Transfer Matters Link

  1. Select the firm or vendor to which the matters are currently associated from the drop-down list and click Continue.Select Firm/Vendor
  2. Click one or more checkboxes checked radio box to select a matter, then click Continue.
  3. Select a new firm from the "New Firm" drop-down list and click Continue.

The selected matter(s) are transferred; select Transfer More Matters to be redirected to the main Transfer Matters page.

transfer matters

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