If you are working in matter and need to add a particular contact that is not listed in the available parties for this matter, it is possible to take any contact and edit the legal role and description by using an Additional Contact.
Add an Additional Contact
- Select the gear on the top right of a matter.
- Select Matter Details.
- Select the Authorised Contact checkbox.
- Select Save. The Additional Contact field will now appear in the Matter Details list on your matter.
- Add desired contact information to the Additional Contact field on the matter.
Edit Role & Legal Description
Use 'Edit Role & Legal Description' to identify the role that your Additional Contact has in relation to the matter.
Note: You can "Edit Role & Legal Description" for any party in matter details, not just the Additional Contact card.
- Right-Click on the contact card that you want to edit role.
- Select Edit Role & Legal Description.
- Override and edit the "Role" or enter the Descriptor of the party.
- Override and edit the "role" or enter the descriptor of the party.
- The override Role or Descriptor will then appear next to the party in the Matter Details.
Did You Know
You can add additional Additional Contacts by right-click on the field > Add Additional Contact and following the steps for additional parties.