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When contacts are associated with matters they are associated as certain Participant Types (Roles). However you can also define default Participant Types with each contact record.

Examples of participant types are: Client, Attorney, Paralegal, Bookkeeper, Manager, etc.

SEe https://actionstep.freshdesk.com/support/solutions/articles/150000019991-introduction-to-participant-types in Actionstep Help Center

Hands-on

  • Create a custom participant type for “Managing Executive.”

Continue to Custom Participant Data =>

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