Here's how to add a Party-Entity within a matter record.
To add a party or entity, select the Parties tab within a matter record.
- 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.
- Type the search criteria into the text box, then click Go. Single letter searches are acceptable.
- 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.