AdvologixPM

What are Staff Participants

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Staff Participants allow you to relate additional staff members / employees / users; other than the Owner; to a matter.  

The Matter Details Section  

The Matter details section

The Matter details section allows you to choose 1 owner for a matter.

Staff Participants related List on the Matter detail page

Use the Staff Participants related List on the Matter detail page to add additional staff members / employees / user to a Matter.

Click New Staff Participant button to add additional contacts to a matter.

Staff Participants Edit Screen

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