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.
2. Click the Prospect dropdown
3. Select 'Client'
From the dropdown, select the 'Client' option.
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.