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Record View

The record view displays the information of your record party or the main contact in a case, as well as the attorney, legal assistant and preferred language:

To edit or update the information on the record view, you can simply type over the information directly on the fields and hit enter. You can also click the edit on the top right, and select the contact party you wish to edit:

Choose your party and click Edit. You will be taken to the Interview section.

Quick Tip: you can also add here an “Adverse party” for your case. This will create a warning sign  in your record view that will let users know that there is an adverse party.Just hover over the exclamation sign to see the name of the adverse party. The field “Adverse Party” is searchable.

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