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Mitratech Success Center

Client Support Center

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Released List

The Released List hyperlink in the Key Personnel sidebar displays a list of key personnel that have been released from the matter record.

Released List

You can still send a released key person internal notes and messages. You can also control that person's ability to receive notifications by using the green switch/red switch icons, but you are no longer able to give them access to the matter record from the self-service screens.

  • pencil blue box icon—Add an internal note.
  • email icon—Email the individual.
  • green switch—Notifications are enabled. Click to toggle.
  • red switch—Notifications are disabled. Click to toggle.


Reinstate a Key Person to the Matter Record

  1. Click on the individual's name or the calendar event icon.
  2. Click Activate.

Reactivate Key Person

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