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Entity View

Lawtrac users can view entities as well as associate entities related to the matter.

Select Entities from the Team, Firms, Parties tab in the Matter Navigation Bar.


The first page you see when selecting this hyperlink is the Active Entity List (seen as List Entities on the sidebar).

  • view payment—Allows users to view payment history or offers and demands
  • trash_can—Deletes an entity from the list
  • display record—Displays any party records the entity has on file

Matter Entity List

Sidebar Options:



List Entities

Return to the Active Entity List.

Associate Entity

Add an entity to your list.


Refresh the list to apply changes.

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