Interact with party records without having to drill into their details first. Each row of the Parties component has a series of quick actions you can perform directly from the matter.

How to Use Party Quick Actions

  1. Navigate to App Launcher >  Matters.
  2. Select a Matter Name.
  3. Navigate to the Sidebar > Parties.
  4. Select the Dropdown icon on a Party row.
    party_quick_actions.jpeg
  5. Choose from the following actions:
    • Edit: Update the party’s role.
    • Open Party: Opens party record in a new tab.
    • Remove Parent: Moves a sub-level record to the primary level; does not remove parent party from the matter record.
    • Remove: Removes a party and its role from the matter record.
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