Add Participant
You can add a participant to a Matter Record using the Add Participant button. This will notify them of Any updates or changes and grant them certain permissions on the Matter.
General Participants, Matter Managers, and Paralegals can:
- View the Matter
- Edit the Matter
- Add comments
- View the Matter History
- Change the Matter phase
- Add Key Dates / Statuses / Documents / Vendors / Contacts / Tasks
Enter the participant's email and choose their role from the dropdown list, then click Submit to add them as a participant.
Add Contacts
Adding Contacts to the Matter Record keeps essential contacts, such as plaintiffs, defendants, and witnesses close at hand. To add a Contact, use the Add Contact button under More Actions.
The following out-of-the-box roles will be available for contact classification (your environment may contain additional roles):
Company / Entity:
- Co-Defendant
- Defendant
- E-Discovery Company
- Insurance Company
- Plaintiff
Court:
- State Court
- Federal Court
Person:
- Claims Adjuster
- Co-Defendant
- Defendant
- Defense Counsel
- Employee
- Expert Witness
- Judge
- Neutral
- Plaintiff
- Plaintiff's Counsel
Click Submit to add the Contact.
Add Task
To create a task, click the Add Task button under More Actions.
Fill in all the information and click Submit Task to create the task. The assignee will be notified on task creation and the task due date.
Add Key Date
Key Dates allow users to keep track of important dates, such as the Trial date. To add a new Key Date, choose Add Key Date from the More Actions dropdown.
Fill in the appropriate information and click Submit Key Date to create the Key Date.
Once created, key dates are visible under the Key Dates tab.
Add Status
Participants on a Record can keep up-to-date with activity on a matter via the Status App. You can add a status to any Matter via the Add Status Button under More Actions dropdown.
Anyone can add a status via this form as long as the matters Phase is Open.
Once submitted, the Status is added to the Statuses Panel on the Matter Record.
Add Comment
To add a comment to the Matter, choose Post Comment on the right-hand side of the screen.
When adding a comment, Onit allows users to choose who they wish to notify. They also have the ability to add an attachment. The attached documents cannot exceed 250 MB in size.
Once the comment has been published it will become visible in the Activity panel.
Add Document
To add a document to the Record, click on the Documents Panel in the matter record and click Upload. You can also click Add Folder to upload an entire folder's material.
Once uploaded, you'll see important details about the document in the panel. You can also Check In and Check Out the file, Export it, Undo or Delete it (under the Actions menu), or Refresh the screen.
