Linking a Contact When Creating a New Case
When you are adding a new case/matter to the system, you will be presented with a screen called Client & Contact Link (pictured below). This is where you can link all related parties to the new case. Related parties can be client, experts, witnesses, co-counsel, etc.
Simply type the name of the contact into the Contact Name search field. MyCase will search through your database of contacts and return matches. Click the contact form the auto-match to link them to the case (pictured below).
Please Note: If you would like to link a contact that hasn't been created in MyCase yet, you can use the "Add a new contact" or "Add a new company" buttons to create a new contact record.
You can link as many clients and contacts to a case as you'd like. As you link them, their names will show up in the list.
Linking a Contact to An Existing Case
You can always add clients and contacts to a case after it has been created.
Open the Case Details page for the case that you would like to add clients/contacts to. Click the Contact & Staff Link button (pictured below). You will be presented with a list of all the contacts and staff that are linked to the case.
Click the blue button labeled Add Contact Link.
You will then be given three options (pictured below):
New Contact - Create a new contact in MyCase and link them to the case.
Add Company - Create a new company in MyCase and link them to the case.
Existing Contact - Link an existing contact to the case.