About adding a Plaintiff

The Plaintiff tab is where you enter contact, phone, address, and contact miscellaneous details for all plaintiffs and non-party contacts in the case. It is also where you determine the plaintiff’s role (primary plaintiffs, primary contacts, and clients) in the case.

To add an individual plaintiff:

1. Enter the Contact information. If not already selected, select the Individual radio button.

2. Select the Gender.

3. Search by Last Name and First Name.
   
   

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4. The Conflicts Check box will appear. If the plaintiff already exists, select them from the list. If not, select Cancel to create a new party.
   
   

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5. Enter the Phones information.

6. Enter the Address information.

7. Enter the Contact Miscellaneous Details.

8. Enter the Plaintiff’s Role in the Case.

9. Additional plaintiffs can be added by either selecting the ADD PLAINTIFF button or the plus sign at the top of the Intake Wizard.
   
   

   
   The ADD PLAINTIFF tab contains five areas: Contact, Phones, Address, Contact Miscellaneous Details, and Plaintiff's Role in the Case. Each of these areas functions identically to its corresponding area in the Plaintiff tab, with one exception: the Address area contains the hypertext Copy From First, which automatically copies the address in the Plaintiff tab to the address in the Add Plaintiff tab. Note that the list of available roles in the Plaintiff's Role in the Case is also based on the selected Case Type from the Plaintiff tab.
   The number of plaintiffs that can be added in the Intake Wizard is limited to ten. Additional plaintiffs can be added in the Plaintiff Summary page.

10. To delete a plaintiff, select Delete.
    
    

To add an organizational plaintiff

1. Enter the Contact information.

2. Select the Organization radio button.

3. Search by Organization name.
   
   

4. The Conflicts Check box will appear. If the plaintiff already exists, select them from the list. If not, select Cancel to create a new party.
   
   

5. Enter the Phones information.

6. Enter the Address information.

7. Enter the Contact Miscellaneous Details.

8. Enter the Plaintiff’s Role in the Case.

9. Additional plaintiffs can be added by either selecting the ADD PLAINTIFF button or the plus sign at the top of the Intake Wizard.
   
   

   The ADD PLAINTIFF tab contains five areas: Contact, Phones, Address, Contact Miscellaneous Details, and Plaintiff's Role in the Case. Each of these areas functions identically to its corresponding area in the Plaintiff tab, with one exception: the Address area contains the hypertext Copy From First, which automatically copies the address in the Plaintiff tab to the address in the Add Plaintiff tab. Note that the list of available roles in the Plaintiff's Role in the Case is also based on the selected Case Type from the Plaintiff tab.
   The number of plaintiffs that can be added in the Intake Wizard is limited to ten. Additional plaintiffs can be added in the Plaintiff Summary page.

10. To delete a plaintiff, select Delete.
    
    

To add an individual or organizational non-party contact:

1. Select the ADD NON-PARTY CONTACT button.

2. Follow the steps above for Individual or Organizational Contact information.
   Please note the limit for Non-Party Contacts is set to five.

Related Pages

Incomplete Intakes

Plaintiff Summary