Change a Matter from a Prospect to a Client
Migration Manager gives you the ability to track whether a matter is a Prospect or a Client Matter. Prospect Matters are usually used for matters for which the Agent / Lawyer has not yet received instructions. At the point that the person / business becomes a Client of the Agent / Lawyer, in Migration Manager you can change the Matter type. Changing the Matter type from Prospect to Client only charges the layout of the Cover Page of the matter - all the other tabs and information remain the same.
1. Open the Matter
First you must open the relevant matter.
![](https://media.screensteps.com/image_assets/assets/000/031/622/original/d95bbc19-fa00-44e0-b47b-ce39684efd9e.png)
3. Select 'Client'
From the dropdown, select the 'Client' option.
![](https://media.screensteps.com/image_assets/assets/000/031/620/original/a174d54b-8334-46bc-b295-524d792d1aa2.png)
The file type will now change from Prospect to Client.
You can easily change a matter from Prospect to Client and bank again using these instructions.