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CommunityWhat is the quickest way to find which author has acted for a client in the past?

What is the quickest way to find which author has acted for a client in the past?

Deirdre Walker (Customer) asked a question.

What is the quickest way to find which author has acted for a client in the past?

I'm searching their card, and looking for archived matters, but if they are involved in a trust or other group, nothing will appear. A search of their document register sometimes helps, but if they have no deeds I'm stuck.


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What is the quickest way to find which author has acted for a client in the past?