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 Participant Types Overview in Actionstep Help Center

Hands-on

Hands-on
Create a custom participant type for “Managing Executive.”

Continue to Custom Participant Data =>

Actionstep Partner Certification Learning Course

Participant Types

Analytics

Hands-on

Hands-on

Continue to Custom Participant Data =>

Related content