About Participant Types

Participant types are used to classify groups of people within your different workflows. For example, your list of participant types might include client, attorney, judge, legal assistant, accountant, bank, company, doctor, and so forth—all roles you might see as you work through your cases. As you add contacts to your system and then associate them with matters, you can assign them a participant type. This is useful not only for knowing who is playing what role in the matter, but also for automating tasks and other items in the matter's workflow. 

Actionstep includes a list of default participant types, but you can also add your own to this list. Once you've created these participant types, you can then make them available to your matter types, and when you add contacts to a matter, you can assign them to one of these roles. 

For example, let's say you include estate planning as a service in your firm. Most of your estate planning matters will include a trustee, a beneficiary, an executor, and so forth. You can create these roles (or participant types) and designate that they  be available in your estate planning matter type. Then, when you create an estate planning matter and you start adding the different parties to the matter, you can assign them to one of these participant types.

To access a list of participant types, you can go to Admin > Additional settings and click Edit next to Participant types. 

Related Articles:

• Creating Participant Types
• Editing and Deleting Participant Types
• Creating and Editing a Matter Type (Admin)
• Creating a Matter
• Adding a Contact