How to add a related plaintiff to a case. This is helpful to track other parties injured in the incident that the firm is not representing.
- Go to the Other Parties Tab.
- Select Add Plaintiff.
- A pop-up window will appear.
- Add the plaintiff’s information.
- If it is a plaintiff that exists under a linked case:
- Choose the contact from the drop-down.
- If it is a new plaintiff:
- Select Add under the drop-down.
- Fill in the new plaintiff’s information.
- Select Save.
- Select the plaintiff from the drop-down menu.
- Select Save at the bottom right of the pop-up window.
- The new plaintiff will appear on the page.
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