AdvologixPM

What are Contact Participants?

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Contact Participants allow you to add additional contacts to a Matter.  

The Matter Details Section

The Matter details section

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

Contact Participants related List on the Matter detail page

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

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