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
- From the Main Menu click on CONTACTS.
- Click on the + button in the bottom right and select Person or Company.
- Complete the information for the new participant. Click on Participant and select CASES in top navigation menu to see all cases in which the participant is added.
Note: Participants can also be added directly to the case on the Reference Sheet.
Editing and Deleting Participants
- From the Main Menu click on CONTACTS.
- Locate the participant you want to edit or delete.
- Click on ellipse '•••' on the right side.
- Select Edit or Delete as needed.
