Case Parties Tab
The Parties tab on a case record lists plaintiffs, defendants, respondents, attorneys and other parties associated with a case. From
this tab, parties and attorneys can be added to or removed from the case.
Case Party
Use the following options to sort the displayed parties.
| Option Name | Option Description |
|---|---|
| Group By | Use the drop-down list to sort the items by group. |
| Related Parties View | Select this check box to display party relationships. |
| Show | Select a connection type to display. |
Attorney names are displayed beside the parties to which they are assigned. The lead attorney for each party is designated
by a star 
. A 
displays on a case party tab next to the party if that party has any caution flags.
. A displays on a case party tab next to the party if that party has any caution flags.
A 
displays on the case party tab next to the party if that party has any special condition flags that are not obsolete. A tooltip
includes the details of the flags.
displays on the case party tab next to the party if that party has any special condition flags that are not obsolete. A tooltip
includes the details of the flags.
If a party has service events associate with it, 
is displayed beside the party name. Click the icon to access the Service tab with the appropriate service event expanded.
is displayed beside the party name. Click the icon to access the Service tab with the appropriate service event expanded.
Case Parties Tab Options
| Option Name | Option Description | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Show | Filter the parties displayed by the following criteria:
|
|||||||||
| Add Party | Add a party to the case. | |||||||||
| Add Attorney | Add an attorney to the case. | |||||||||
| Add Group/Associate | Add a group party or party associate to the case. | |||||||||
| Modify Case Party Details | Select a party to maintain the party information. | |||||||||
| Find Family Cases | Search for a lead or related family case. |
Right-Click Options
| Option Name | Option Description | ||||||
|---|---|---|---|---|---|---|---|
| Party Name | One or more of the following options may be available when you right-click a party name: | ||||||
| Attorney Name | The following options may be available when you right-click an attorney name:
|