About Joint Client

When you create a new Client, you can add a Joint Client as well. In addition, you can add as many Joint Clients to a Client’s profile.

A Joint Client can be created as an Individual or a Corporation.

Who can use the add joint client feature

• All users who have access to Danalix application.
• Joint Client feature is available with all Danalix subscription plans.

How to Add a joint client

After you create a new Client, you can “Add a Joint Client” by going to:

Step 1 - Clients & Matters sidebar menu

Step 2- Clients tab

Step 3 - Find the Client’s Name if it is not immediately viewable

Step 4 - Actions menu

Step 5 - Add Joint Client

Step 6 - From the pop-up screen, click “Create New Joint Client”

Step 7 - From the “Add Joint Client” screen displayed next, complete all the required form fields and click save.

How to Delete a joint client

Unfortunately at this time you are not able to delete a joint client.

How to View a Joint client information

Go to:

Step 1 - Clients & Matters sidebar menu

Step 2- Clients tab

Step 3 - Find the Client’s Name, if it is not immediately viewable

**Step 4 **- Client Actions menu

Step 5 - View Joint Client

Step 6 – From the Joint Client list provided, find the joint client you want to edit

Step 7 – Joint Client Action menu

**Step 8 **- Edit

How to Edit a joint client information

Go to:

Step 1 - Clients & Matters sidebar menu

Step 2 - Clients tab

**Step 3 **- Find the Client’s Name, if it is not immediately viewable

Step 4 - Client Actions menu

Step 5 - View Joint Client

Step 6 – From the Joint Client list provided, find the joint client you want to edit

Step 7 – Joint Client Action menu

Step 8 – Edit

Step 9 – “From the “Update Joint Client Information” screen, make your changes and click “update.”

Updated on: 08/02/2023