Changing a Company Client on the File

If you need to change the company that you entered on the file to a different one, you can follow the steps below, as long as the file has not been billed yet.

If the file has already been billed, you would need to first unissue the bill, where possible.

1. Enter the file on which you need to change the company, and click on the File Details -> Summary page.

2. Remove the company that shows under the Company field. Click Save.

3. Go to the Contacts tab of the file.

4. If the contact of the company who should be on the file is not in your file contacts list, click Link Contact to search and link it to this file.

5. Once you linked a contact from the correct company, select that contact and make it the Primary Client of the file.

6. Now that you have the correct company contact linked as the primary client of the file, you can go back to the Summary page and assign the correct company as the client for this file.

This file will now also show on that company Matters page.

Click here to find out more about company files.

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