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Mitratech Success Center

Key Personnel

The Key Personnel hyperlink in the Legal Team sidebar allows you to add associates to the matter record, even if they are not a part of the Legal team.

Key personnel are individuals who work for the company but do not belong to the Legal department. They can't see everything that the in-house users see; these settings are managed by your site administrator.

  • —Add remarks, ratings, or release them from the matter. Click Save to confirm changes or additions made to comments.
  • —Email the individual.
  • —Add an internal note.
  • —Notifications or access to the matter is enabled. Click to toggle.
  • —Notifications or access to the matter is disabled. Click to toggle.

Page

Function

Add Key Person

Add an individual to your key personnel list.

Active List

View all active key personnel.

Released List

View all retired key personnel.

In-House Team

View your Legal Team.

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