Use the Involved/Assignee page of a matter to manage the people or organizations that are involved in a matter, such as opposing counsel or jurisdictions.

Involved Parties are persons or companies that are involved in a matter and have roles such as witness, plaintiff, outside counsel, or opposing party. All roles can be selected or edited on the Categories tab or section of the involved party record.

By default, involved party records have the following additional pages:

•General—Displays general information about the involved party and includes contact information, a link to the contact record, involvement dates, notes, and the involved party's role in the matter.

•Roles—Displays the involved party's role in the matter.

•Relations—Displays the existing relationships between the contacts involved in the same matter. Allows you to add new relationships, modify and delete the existing ones.

•Narratives—Displays additional notes about the involved party or matter.

Involved party records can only be created and viewed from within their related matters.

You can perform the following tasks to manage involved parties for a matter:

•Adding Involved Parties—Add or change the people or companies who are involved in a matter.

•Changing the Status of an Involved Party—Change the status of an involved party to Active or Inactive.

•Changing an Involved Party Role—Add or change the role of people or companies who are involved in a matter. You can also assign and change a default role.

•Relating Involved Parties—Define the relationship between involved parties.