This article is for law firm and vendor users.
Choosing your 'active' client/firm/office will allow you to interact with the matters, invoices, and everything else associated with each respectively.
It may appear at first that you do not have the right access to view your client's matters or invoices, but when you log in, it is important you select the correct client/firm/office combination before taking any action.
Watch the video below for step-by-step instructions:
How to view and access a client, firm, or office:
- Click on your name in the top right corner of any screen.
- Click on the currently active client name.
- Choose your client/firm/office from the dropdown list.
If you only see one client in the dropdown list but you need access to other clients, ask your vendor admin to add you to the other clients.