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 =>

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Participant Types

Hands-on

Hands-on

Continue to Custom Participant Data =>

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