Link members (dependents, employers, signatories)

Link family members, signatories, or employers so their information flows to forms and can be reused across matters.

When to complete this task

Any time dependent or business relationships matter to a case.

Basic steps

• Client Profile → Members → Link Member
• Select an existing contact or create a new one
• Set the relationship and save

Step-by-step instructions

Step 1: Open the Client Profile

Step 2: Click Members → Link Member

• Members is located on the righthand rail after opening the client profile
• Link Member is located at the top left of the Members screen

Step 3: Search for an existing contact or click Create Contact

Step 4: Choose the Relationship (e.g., Spouse, Child, Employer, Signatory)

Video walkthrough

Helpful hints

• Don’t assign client numbers to non-clients
• Linked members enable “copy from” shortcuts (e.g., addresses)