About Adding a Defendant
The Defendant tab is where you enter contact, phone, address, and contact miscellaneous details for all defendants in the case.
To add an individual defendant:
Select the ADD DEFENDANT button or the ADD DEFENDANT tab at the top of the Intake Wizard.
Enter the Contact information. If not already selected, select the Individual radio button.
Select the Gender.
Search by Last Name and First Name.
The Conflicts Check box will appear. If the defendant already exists, select them from the list. If not, select Cancel to create a new party.
Enter the Phones information.
Enter the Address information.
Enter the Contact Miscellaneous Details.
Enter the Defendant’s Role in the Case.
Additional defendants can be added by either selecting the ADD DEFENDANT button or the plus sign
at the top of the Intake Wizard.
The ADD DEFENDANT tab contains five areas: Contact, Phones, Address, Contact Miscellaneous Details, and the defendant's Role in the Case. Each of these areas functions identically to its corresponding area in the defendant tab, with one exception: the Address area contains the hypertext Copy From First, which automatically copies the address in the defendant tab to the address in the Add Defendant tab.
The list of available roles in the defendant's Role in the Case is also based on the selected Case Type from the defendant tab. The number of defendants that can be added in the Intake Wizard is limited to five. Additional defendants can be added in the defendant Summary page.To delete a defendant, select Delete.
To add an organizational defendant
Select the ADD DEFENDANT button or the ADD DEFENDANT tab at the top of the Intake Wizard.
Enter the Contact information.
Select the Organization radio button.
Search by Organization name.
The Conflicts Check box will appear. If the defendant already exists, select them from the list. If not, select Cancel to create a new party.
Enter the Phones information.
Enter the Address information.
Enter the Contact Miscellaneous Details.
Enter the Defendant’s Role in the Case.
Additional defendants can be added by either selecting the ADD DEFENDANT button or the plus sign
at the top of the Intake Wizard.
The ADD DEFENDANT tab contains five areas: Contact, Phones, Address, Contact Miscellaneous Details, and defendant's Role in the Case. Each of these areas functions identically to its corresponding area in the defendant tab, with one exception: the Address area contains the hypertext Copy From First, which automatically copies the address in the defendant tab to the address in the Add defendant tab. Note that the list of available roles in the defendant's Role in the Case is also based on the selected Case Type from the defendant tab. The number of defendants that can be added in the Intake Wizard is limited to five. Additional defendants can be added in the defendant Summary page.To delete a defendant, select Delete.
