Use the Parties 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 Involved Parties section tab.

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

•Party Name—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.

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

•Date Assigned—Displays the date signifying when this person was assigned to the matter.

•Active—Displays whether this person's status is set to "Active".

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

•Phone Number—Displays the party's phone number.

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.