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Mitratech Success Center

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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