Matter Parties

Created by Allison Cloyd, Modified on Thu, 19 Jan 2023 at 05:21 PM by Robert Butler

In this article, you will learn how to add roles and parties to a matter. 

Matter parties can be viewed by role or by party. You can choose one of the methods by hovering over the 'Parties' icon on the 'Matter Navigation Bar', or you can click on the icon itself and you will be on the 'Parties (by Role)' page by default.

Parties by Role

'View by role' button

Using this method, you can select a contact record to be a party for a matter based on their role. To add more roles to a 'Matter Type', please see Matter Type Settings.
The Matter 'Parties' tab viewed by role

Parties by Party

'View by party' button

This will list the currently assigned parties in alphabetical order, along with their assigned roles. You can click on the dropdown menu to the right to add an additional role to each party, as shown in the screenshot below.
The Matter 'Parties' tab viewed by party

You can toggle between the two different modes by clicking on the 'View by Role' button highlighted above. When you are using the 'Parties by Role' mode, the button will read 'View by Party' instead.

Adding a Party

  1. To add a party, click the add contact search box.
    The 'Add party' search box on the parties tab within a matter
  2. Here, you can search for a contact or create a new contact.
  3. Select the desired contact name to add it to the matter parties.
    A party on a matter

Removing a Party

  1. To remove a party, select the menu icon next to the party name.
    The view menu on the parties tab
  2. Then select "Remove Party"
    The view menu on the parties tab with 'remove party' highlighted
  3. The selected party will be removed from the matter.

 

NOTE

Once a trust account is created on a matter, you will be unable to remove all trust (client account) participants (usually client). One must be present at all times. The trust participant can be changed by adding the new participant and then removing the old one.

Error that shows when trying to remove a party on a matter with trust accounting enabled



 

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