Lawtrac’s Parties/Entities module was created in order to associate individuals as well as groups to a specific matter. The Parties function tracks individuals (internal or external) who have some relationship to a matter record while Entities are companies or groups (internal or external) with some relationship to a matter record. See Parties vs. Entities for further information.
The relationship to the matter may be as agent, adjuster, or other category set by your site administrator. Multiple parties may be associated to the same entity but entities cannot be associated to parties. Parties are individuals associated with a vendor or firm.
Select Parties from the People tab to open a list of parties.
From the Parties page, click the name of a party to view the party's record.
Search for Parties
You can filter from the top right corner using the following links:
- Use the alphabet filter to search by the first letter of the vendor or firm name.
- Click the Search button to open the Search Parties entry field at the top of the screen.
- Click the View Options button to display certain columns in the Parties list. Columns available to be displayed are Company, City, Supervisor, and Email.