Click on the Matters Tab from the left-side menu.

Locate Check Duplicates button on the top right and click on it. In case of duplicates, it will show the Number of duplicates under Fix Duplicates and the details as well.

Click the Continue to Merge button to view and manually merge the duplicate matters as required. Click on Dismiss if those are not actual duplicates or you wish to ignore them.

Next, follow Step 3 onwards as outlined under Manually Merging Matters.

Go to the Matters Tab, and select the matters that need to be merged by clicking on the checkboxes.

Click the Merge Matters button.

The Merge Matters page will appear, allowing you to choose which data fields to retain after merging.

Select the fields to be retained after merging. Finally, click on Merge Matters button.

It will trigger to the final matters details page on which you need to consent and confirm the details by clicking on the Confirm Merge button.

Once confirmed, it will complete the process of merging the matters.

Merging is Permanent: Once matters are merged, they cannot be separated or restored to their original state.

(a) Interactions: All interactions, including emails and calls, will be consolidated into the merged matter.

(b) Activities: All Time Entries, Expenses, etc. will be reflected under the merged matter.

(c) Files & Documents: All files from both matters will be merged into a single location, ensuring no data loss.

(d) Notes (Starred & Pinned): All notes, including starred and pinned ones, will be carried over to the merged matter.

(e) Requests (eSign & Intake Forms): Any pending or completed requests, such as eSignatures and intake forms, will be associated with the merged matter.

(f) Invoices & Transactions: All invoices, transactions, and financial records will be updated to reflect the merged matter.

(g)Tasks & Events: Any open or completed tasks and scheduled events will now be linked to the merged matter.

(h) Credit & Trust Balances: Any trust or credit balances linked to the original matters will be combined into the merged matter.

(i) Shared Matters & Files: Any shared matters and their associated files will now reference the merged matter.

(j) Matter Members: All members associated with the merging matters will now be members of the merged matter.

(k) Xero & QuickBooks: Matter details must be updated manually in Xero and QuickBooks to reflect the changes.

Client Portal Access: When merging matters, all linked Client Portals of the merged matters will be removed, and associated users will automatically lose access.