This How-to covers attaching additional contacts to an already created matter.
To view an instructional video of these steps, click the link below.
https://share.synthesia.io/44e5bc2b-8cd0-4f56-ae7a-e7e2e0331a32
\uD83D\uDCD8 Instructions
Click ‘Attach’ at the top of the Related Parties Tree in the upper left section of the Matter tab. A Contacts Search window will display.
Enter the party’s first, last, or middle name, or Office/Company/Firm in the Search Criteria field.
Click the Binoculars icon or Press Enter
...
Medical Providers s must be attached to an individual, plaintiff/claimant or opposition contact because they treat people, not cases.
Employers must also be attached to an individual, plaintiff/claimant or opposition contact because employment history follows the person.
Referral Sources must be attached to your client.
Opposing Counsel should be attached to the party they represent.
Insurance Companies should be attached to the party they represent in the case.
Adjusters should be attached to the Insurance Company they represent.
\uD83D\uDCCB Related articles
Creating a New Prospect or New Matter Using Contacts, Activating Prospects as Matters, Closing or Deleting Prospects or Matters, Attaching Other Contacts to a Matter, Detaching a Contact from a Matter
...