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Mitratech Success Center

Client Support Center

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Active List

Click Active List from the Legal Team sidebar to view a list of active individuals.

Active List

Active individuals are listed in a table that displays their role, the name of the individual, title, phone number, email, and internal message option.

  • orange email icon—Send the individual an email.
  • white pencil orange box—Send an internal message.
  • orange edit icon—Edit or release the individual from the matter. You have the option to add remarks or comments to the text field, and rate the individual. Click Save after making changes. Click Release to retire the individual from the matter record; the user is transferred to the Released List.

Note: If there are more than one individual within a role that is only designed for one person, a notice appears above the Legal Team list (see the following screenshot):

Active Team Member Detail

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