Adding multiple contacts into matter details

If your matter involves multiple people in one party, such as having two buyers on a real estate matter, you can record them in two different ways:

• By adding their individual contact cards
• By grouping them into one contact card

Read on to decide the best approach for your matter.

Add individual contact cards to the role

This approach is best for:

• Parties who have different addresses and who you will write to them separately.
• Parties that have different information for their sub-layouts (e.g., personal injury medical details)
• Using Replace References for document automation purposes.

To add to a role:

1. Right-click on the role, then select Add or Add an existing. The menu names change depending on the role you select (e.g. select Add Buyer or Add an existing Buyer if you have right-clicked on the Buyer role).
   
2. Choose whether it's the same Attorney or a different Attorney.
3. If you selected to add a new contact, enter their contact details.

Party names will then appear on separate lines in the Matter Details section.

When creating a new letter, the additional contact will be available to choose from in the recipient list.

Add multiple parties on the same contact card

This is suitable for:

• Parties who share the same address, and you will write to them together
• Sending an invoice to a married couple who are on the same address block. 
  • Note: You can still have both parties on the invoice if you choose to add each party as an individual contact card, but they will each have a separate address block.

To add to the same contact card:

1. Double-click on the contact from the Matter Details section. This will open their contact card.
2. Select Add Another Person.
3. Enter the contact details of the second person, then select Save.

Both party names will then appear on the same line in the Matter Details section.

When creating a new letter, they will be addressed together on the recipient list.