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Cases: Participants
Cases: Participants

What do I put under participants?

Updated over a week ago

This section lists participants of this case, and their relationship to the case.

There are both Familial and Legal relationships in the lists of available relationships.

Familial relationships include labels like "Mother", "Brother" or "Baby Mama".

Legal relationships include labels like "Opposing Party", "Judge" or "Co-Counsel".

The Checked column indicates if the participant has been conflict checked yet. Once a conflict check has been run, the date of the conflict check will be added to this column. Until then, an X will be placed in the column to indicate that a conflict check needs to be run.

The Description field enables you to add more context, such as "first wife", without haveing to create a new Relationship type of "First Wife", "Second Wife", etc.

If the relationship is Familial and bi-directional, e.g. husband/wife, then creating a new relationship will prompt for the creation of the opposite relationship on save. For example, if we add "Jane Doe" as a relationship for "John Doe" and specify the relationship "Wife" for Jane, when we save we will be asked if we would like to add John Doe with a relationship of "Husband" to Jane Doe.

Participants are a key part of thorough Conflict Checking. By adding participants, Outlaw Practice is able to accurately portray conflicts when checking Leads and Cases.

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