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Parties Collaboration

Parties allows the Client and Firm users the ability to store data about Witnesses, Mediators and Judges, or other people associated with their matters. 

  1. Select the COLLABORATION link at the top of the page 

  2. Click on the Sub-Navigation menu option Parties 

  3. Select the Party Type to refine your Search 

  4. Search Results are sortable and downloadable 

  5. If you do not find your Party, click Create 


  1. Citrus fields denote a required field 


7. Parties can be related to documents and matters 


Note: These instructions are for searching and adding Parties globally. See Matter Management Basics for adding items on an individual matter level. 

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