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Mitratech Success Center

Client Support Center

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Party View

The Parties page under Teams, Firms, Parties in the Matter Navigation Bar displays parties by name, classification, active date, and any information added in other categories. If a party has a loan, the dollar icon icon appears to the right of the party's details.

Party List

Sidebar Options:

Link

Function

Active List

View all parties that are currently active.

Inactive List

View all parties that are currently inactive.

Assign New Party

Add a new party.

Supervisor View

View the list as a supervisor.

Loans

View a party's loan information: Start date, principal amount, and payment amount.

Transactions

View the actions taken by or to parties.

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