How do I add custom Matter Roles to a Matter Contact?

  • Updated

New custom Matter Roles can be added in Firm Settings.

To add a custom Matter Role:

  1. Select the down arrow in the top right and select Firm Settings from the drop-down menu.


  2. Click Matters & Contacts on the left navigation bar and select Matter Contact Roles from the  expanded menu.


  3. Click + in the top right to display the New Contact Role field. Enter the role and click the checkbox to create the new role.


  4. The new role displays in the Matter Contact Roles list where you can click the Edit icon to color code the role and click Save to accept the change.


  5. Navigate to  your list of Matters.


  6. Click the link under Matter No to display the Matter details.


  7. Click + to display the Add Matter Contact modal.


    Complete the fields:

    • Enter or select a Contact from the drop-down list.
    • Select the new Role you created from the drop-down list. 

  8. Click Save to complete the process.

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