Linking Participants (Contacts) to Cases

Participants are individuals or companies that are parties to a case.  Participants include everyone from clients, attorneys, paralegals, staff, companies, defendants, witnesses, etc who may be associated with a case.

Adding Participants

  1. From the Main Menu click on CONTACTS.
  2. Click on the + button and select Individual or Company.
  3. Complete the information for the new participant. Click on PARTICIPATION IN CASES to add case and role.
    Note:  Participants can also be added directly to the case on the Reference Sheet.

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Editing and Deleting Participants

  1. From the Main Menu click on CONTACTS.
  2. Locate the participant you want to edit or delete.
  3. Click on ellipse '•••' on the right side of the party's row.
  4. Select Edit or Delete as needed.

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