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How to Add a Related Contact

Objective:

  • Link a Contact to a Matter
  • List a party as being related to a Matter
  • Add the adverse parties contact information
  • Related Contact
  • Be able to add other Contacts to a Matter
  • Add more people to a case
  • Second client on a Matter 

Environment:

  • Web app

Additional Information:

For further information, please see the following: Adding Related Contacts to a Matter 

Procedure:

  1. Locate the Matter in question
  2. Click Edit matter
  3. Scroll down to Related Contact
  4. Enter the relevant information
  5. Click Save Matter

 

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