How to transfer an existing matter to Multiparty?

This article explains what a Multiparty matter is and how you can transfer an existing matter to Multiparty.

What is a “Multiparty Matter”?

A Multiparty matter is designed for sharing a matter with opposing parties, a mediator, or the courts. We have enhanced the way Multiparty Matters function, making their use more effective for multi-party disputes.

A Multiparty Matter has two primary document areas: a shared area where briefs and court books can be created, and a private, dedicated work area for each party involved.

Watch this short video to learn more about the benefits of Multiparty Matters.

Migrating an existing matter to “Multiparty”

You can easily migrate any existing matter you have previously created to “Multiparty” by following these simple steps:

If your matter is moderated: 

1. Use the ”Copy Matter” function to copy it to yourself.
2. Follow the steps below.

If the matter is not moderated: 

1. Select the ”Copy to Myself” option.
2. Enable the Multiparty feature.
3. Enter your party name. 
4. Click the ”Copy” button.

This short video explains the process further.