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 changes the Status of the Matter - all the other tabs and information remain the same.
1. Open The Matter
First you must open the relevant matter.
2. Go to the Cover Page tab
Select the Cover Page tab to view the Cover Page Summary. Here we can see the 'Client File Status' is set as Prospect.
3. Edit the Summary
Click the Edit icon in the Summary section to bring up the Client File Details window
4. Change the Client Status
Change the 'Client Status' from Prospect to Client.
5. Save
Click Save & Close to save the change.
