diff --git a/dear_petition/petition/api/tests/test_batch.py b/dear_petition/petition/api/tests/test_batch.py
index 26c9004d..7e5b5bf6 100644
--- a/dear_petition/petition/api/tests/test_batch.py
+++ b/dear_petition/petition/api/tests/test_batch.py
@@ -13,6 +13,7 @@
     OffenseFactory,
     ClientFactory,
     OffenseRecordFactory,
+    UserFactory,
 )
 
 pytestmark = pytest.mark.django_db
@@ -77,3 +78,29 @@ def test_adjust_for_new_client_dob():
     batch.save()
     batch.adjust_for_new_client_dob()
     assert offense_record not in batch.underaged_conviction_records()
+
+
+def test_populate_client_dob_from_batch_dob(api_client):
+    """
+    Tests that when client dob is left empty, it is populated from the batch dob when
+    batch has an available dob value.
+    """
+    # set up a user that will have access to the batch/client data
+    user = UserFactory()
+    api_client.force_authenticate(user=user)
+
+    # set dob to use for the batch record and create batch/record
+    dob = datetime.date(1992, 1, 28)
+    batch = BatchFactory(user=user, client=None)
+    CIPRSRecordFactory(batch=batch, dob=dob)  # add record with DOB to batch
+
+    client = ClientFactory(user=user, dob=None)  # add client with no DOB
+    assert client.dob == None
+
+    # use API to assign the client to the batch
+    data = {"client_id": client.pk}
+    api_client.post(reverse("api:batch-assign-client-to-batch", args=[batch.pk]), data=data)
+
+    # check that client dob updated appropriately during assignment
+    client.refresh_from_db()
+    assert client.dob == dob
diff --git a/dear_petition/petition/api/viewsets.py b/dear_petition/petition/api/viewsets.py
index 16dae2da..a7baa3ac 100644
--- a/dear_petition/petition/api/viewsets.py
+++ b/dear_petition/petition/api/viewsets.py
@@ -439,6 +439,9 @@ def assign_client_to_batch(self, request, pk):
         batch = self.get_object()
         batch.client = client
         batch.save()
+        if not client.dob and batch.dob:
+            client.dob = batch.dob
+            client.save()
         batch.adjust_for_new_client_dob()
         return Response({"batch_id": batch.pk})
 
diff --git a/dear_petition/petition/export/documents/records_summary.py b/dear_petition/petition/export/documents/records_summary.py
index 8d107dd3..bbb3424c 100644
--- a/dear_petition/petition/export/documents/records_summary.py
+++ b/dear_petition/petition/export/documents/records_summary.py
@@ -31,7 +31,7 @@ def generate_summary(batch):
 
 
 def generate_context(batch, attorney, client):
-    dob = batch.dob
+    dob = client.dob if client.dob else batch.dob
     birthday_18th = "None"
     birthday_22nd = "None"
 
diff --git a/dear_petition/petition/export/documents/tests/test_records_summary.py b/dear_petition/petition/export/documents/tests/test_records_summary.py
index eb433173..a6a74266 100644
--- a/dear_petition/petition/export/documents/tests/test_records_summary.py
+++ b/dear_petition/petition/export/documents/tests/test_records_summary.py
@@ -419,6 +419,68 @@ def test_records_summary_context__birthdays(
     assert context["birthday_22nd"] == formatted_22nd_bday
 
 
+@pytest.mark.parametrize(
+    "dob, formatted_dob, formatted_18th_bday, formatted_22nd_bday",
+    [
+        (date(1986, 6, 15), "06/15/1986", "06/15/2004", "06/15/2008"),
+        # born in leap year
+        (date(1996, 2, 29), "02/29/1996", "03/01/2014", "03/01/2018"),
+    ],
+)
+def test_records_summary_context_no_batch_birthday(
+    batch, dob, formatted_dob, formatted_18th_bday, formatted_22nd_bday
+):
+    """
+    Test generate_context method for a batch that has no date of birth, but client info has
+    date of birth, (e.g. for portal imported batches)
+    """
+
+    PETITIONER_INFO_WITH_DOB = {"name": "Pete Petitioner", "dob": dob}
+
+    offense = create_offense(
+        batch, "DURHAM", DISTRICT_COURT, "10CR000001", None, "NOT GUILTY", "JURY TRIAL", False
+    )
+    create_offense_record(offense, CHARGED, "SIMPLE ASSAULT", "MISDEMEANOR")
+
+    attorney = AttorneyFactory(name="E. Toruney")
+    client = ClientFactory(**PETITIONER_INFO_WITH_DOB)
+    context = generate_context(batch, attorney, client)
+
+    assert context["dob"] == formatted_dob
+    assert context["birthday_18th"] == formatted_18th_bday
+    assert context["birthday_22nd"] == formatted_22nd_bday
+
+
+def test_records_summary_context_birthdays_discrepancy(batch):
+    """
+    Test generate_context method where client date of birth does not match batch date of birth.
+    Client date of birth should be used in this case.
+    """
+
+    client_dob, formatted_dob, formatted_18th_bday, formatted_22nd_bday = (
+        date(1986, 6, 15),
+        "06/15/1986",
+        "06/15/2004",
+        "06/15/2008",
+    )
+    batch_dob = date(1993, 5, 22)
+
+    PETITIONER_INFO_WITH_DOB = {"name": "Pete Petitioner", "dob": client_dob}
+
+    offense = create_offense(
+        batch, "DURHAM", DISTRICT_COURT, "10CR000001", batch_dob, "NOT GUILTY", "JURY TRIAL", False
+    )
+    create_offense_record(offense, CHARGED, "SIMPLE ASSAULT", "MISDEMEANOR")
+
+    attorney = AttorneyFactory(name="E. Toruney")
+    client = ClientFactory(**PETITIONER_INFO_WITH_DOB)
+    context = generate_context(batch, attorney, client)
+
+    assert context["dob"] == formatted_dob
+    assert context["birthday_18th"] == formatted_18th_bday
+    assert context["birthday_22nd"] == formatted_22nd_bday
+
+
 def test_records_summary_context__additional_offenses(batch):
     """
     Test generate_context method with many offense records in a table. Check that addl_offense_file_nos in the table has