Search for parties associated with a matter from the Parties & Roles component.

How to Search for a Party

  1. Navigate to App Launcher >  Matters.
  2. Select a Matter Name.
  3. Navigate to the Sidebar > Parties.
  4. Input a Party Name or Role in the Search to Filter field.
  5. Select the party record that matches to review details.
    search_parties.jpeg
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