How to setup Client Affiliates

The Affiliate system allows you to link two clients together, giving you the ability to share certain information between them.  For example, let's assume you have a client that would like their attorney to have access to some of their cases through your system.  This is easily accomplished through the affiliates system.  

Before you can setup an affiliate relationship, make sure both companies are setup as clients in your system. Once both clients have been created, go to the client's (the one who gave you the case) profile.  From here, click the Affiliates tab, then click the New Affiliate link on the right hand side.


Choose the client that you want to connect with and then click Add Affiliate.

Now, when you are assigning additional contacts to your client's cases, you will be able to choose contacts from this affiliate.

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