Modify Managing Client or Client

To change the managing client’s or client’s name, or a client’s data directory:

1. Click Case Management on the ADDAutomated Digital Discovery Home page (or Case Management on the main menu).

2. In the left pane of the Case Management page, click Case Management.

3. Take one of the following actions as needed:

• Click corresponding to the needed managing client and click Edit Managing ClientManaging clients provide the basis of the relationship between cases and reviewers (groups and users). This can be thought of as a one-to-one relationship. For example, the law firm is called Attorney Group Limited, PLLC, and it would have multiple managing clients (Globex, Consolidated Industries, etc.). These managing clients will then have their own clients and cases. For Service Providers, who host their own multiple customers, all clients may be associated with a single managing client. For example, the managing client is called Service Providers, Inc., and it may have one or more clients that are associated with it. These managing clients will then have their own clients and cases.. Go to step 4.

• Click corresponding to the needed client and click Edit ClientThe highest level in the ADD hierarchy. A Client is required to create a case.. Skip to step 5.

4. Managing clients: To change a managing client’s name, enter the new name and click Save.

5. Clients: Change the name and/or data directory and click Save.

6. Notify other administrators and users of the changes.