Matters: Turn a Participating Contact into a Matter's Client

Matters: Turn a Participating Contact into a Matter's Client

When doing a migration, you might want to change who the client is.
This script let's you change the client to a participating contact who is linked to it.


  2. -- Change the client on all matters to be a specific participant.
  3. UPDATE
  4.     __M_Matters
  5. SET
  6.     Final_ClientContact_Id = __M_Matters_Participating_Entities.Final_Participant_Id
  7. FROM
  8.     __M_Matters,
  9.     __M_Matters_Participating_Entities
  10. WHERE 1=1
  11.     -- Change 'DmsClient' to be whatever role you want to make be the client
  12.     AND __M_Matters_Participating_Entities.Final_Participant_Role = 'DmsClient'
  13.     AND __M_Matters_Participating_Entities.Final_Participant_Type = '__M_Contacts'
  14.     AND __M_Matters_Participating_Entities.Final_Matter_Id = __M_Matters.Id