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Mitratech Success Center

Add Key Person

  1. Click Add Key Person in the Key Personnel sidebar.

  1. Select an individual from the drop-down list. If you do not see the individual you want to add, contact your site administrator so he or she can create a profile for the individual.
    1. Click the red icon to turn access to the matter record or notifications on (). Access to the matter record and notifications are initially turned off ().
  2. Click Add Record to confirm.

Release a Key Person

  1. Click the edit  icon.
    The key person's profile opens below.
  2. Click Release.

Note: Performing this action only releases the key person from the matter, not the Lawtrac application.

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