To add a party or entity, select the Parties tab within a matter record.

1. Search for a party/entity by the start of their name, the end of their name, or a text that the name contains by selecting an option from the drop-down list.
2. Type the search criteria into the text box, then click Go. Single letter searches are acceptable.
3. When the search results are listed, click the  icon to view the party's detail and make a new matter relationship. If there is an  icon in place of , that party is already associated with the matter.
   

Optionally, identify the new party's relationship with the matter by making a selection from the drop-down menu.

Add the party/entity by clicking Save.