Contact Participants allow you to add additional contacts to a Matter.
The Matter Details Section

The Matter details section allows you to choose 1 contact and one opposing counsel (contact).
Contact Participants Related List

Use the Contact Participants related List on the Matter detail page to add additional contacts to a Matter
Click New Contact Participant button to add additional contacts to a matter
Contact Participants Edit Screen

- Choose one or more role from the available Role Selections for the additional Contact:
- Attorney
- Co-counsel
- Opposing Attorney
- Witness
- Expert
- Spouse
- Child
- Judge
- Use the Contact field look-up to search for a contact loaded into your system.
- Matter should automatically fill in - according to the Matter you were on when chose to add New Contact Participant.
- Set a comment if desired
- Click SAVE to save your work
- Click SAVE & NEW to add another Contact Participant.