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).
—Allows users to view payment history or offers and demands
—Deletes an entity from the list
—Displays any party records the entity has on file
Sidebar Options:
|
Page |
Function |
|---|---|
|
List Entities |
Return to the Active Entity List. |
|
Add an entity to your list. |
|
|
Refresh |
Refresh the list to apply changes. |