Adding Involved Parties

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Navigation: TeamConnect User Interface > Legal Matter Management User Help > Managing Involved Parties

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Use the Involved/Assignees Summary page to add contacts who are involved in a matter.

To add an involved party

1.Search for a matter and open it.

2.In the left pane, click the Involved/Assignees link.

The Involved/Assignees page opens.

3.Click Edit.

4.In the Involved Parties section, click New Involved Party.

Involved Party Section

5.The New Involved Party Wizard opens to the first page.

6.Complete the following fields:

oFor the Contact field, select one of the following options:

▪If you know the contact name, enter the first few letters of the name in the Contact box. If one or more names appear in a drop-down list, select the appropriate name.

▪In the Contact field, click the search icon. On the search page, enter the appropriate search criteria, and then click Search. If you want to select an Outside Counsel firm for budgeting, the contact must have the External > Law Firm category. When the contact list opens, select the appropriate contact name, and then click OK.

You are returned to the first screen and the selected name appears in the Contact box.

oIn the Default Role drop-down list, select the role that applies to this involved party. If you want to select an Outside Counsel Firm for budgeting, select Outside Counsel Firm as the role for matter type Dispute or Transaction.

oUncheck the Active box if you do not want this involved party to be active at this time. Check this box if you are ready to activate this involved party.

oIn the Notes section, enter any information that is pertinent to this involved party.

7.Click Save & Close.

For all other involved parties, this step will be skipped. The new involved party is added to the matter.

Tip: If you cannot locate the appropriate contact, you may have to create it. Click New, select an option, and then follow the instructions to create a new contact. See "Creating or Editing Contacts" on page 131(link). When you are done, use the Recent Items drop-down list on the main page to return to the original matter.

8.Click Save & Close.

Involved Party General Page Field Descriptions

The table below contains the default fields for the Involved Party General page. The fields that you see may vary based on your system settings and assigned rights. Field descriptions are listed in alphabetical order and may display in a different order in the application.

Involved Party General Page Fields

Field or control (* = required)	Description
*Contact	The name of the contact that you want to add to this record. After the record is saved, the contact name is always displayed as a hyperlink to the contact's record.
Default Role	The role that usually applies to a contact in a matter, for example, Attorney or General Counsel. The role that you select is automatically added to the list and set as the default on the Roles page when you save the record. You can add a contact to the same matter multiple times as long as each entry has a different role.
Is Active	The current status of the Involved party. Options are Active or Inactive.
Inactive Date	The ending date of this party's involvement in a matter.
Involvement Date	The beginning date of this party's involvement in a matter. By default, this is the date that the involved party is added to this Dispute matter, but you can change it at any time.
Notes	Notes that may apply to this involved party.

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