Capture details about the parties to a matter for ease of searching and reporting.
When adding a new matter, you may add information about corporate entities and/or parties involved with the matter. Follow the steps below to get started:
- From within an open matter, select 'Add' next to the Entity/Parties field
- This will invoke the 'Entities & Parties' slide-out
Entity
To add entities on your matter:
- Select the corporate entity from the dropdown list by scrolling or starting to type the name of the entity
- Remove the entity from the matter by clicking on the 'X' cross next to the entity name
- Click 'Save'
Parties
A party must be created on your Parties Log first before it can be added to a matter. Learn how to add a new party here.
To manage parties on your matter:
- Select the party from the dropdown list by scrolling or starting to type the name of the party
- Remove the party from the matter by clicking on the 'X' cross next to the party name
- Click 'Save'
Regulators/Agencies
If you don't see the regulator/agency on the list, email support@xakiatech.com to add it to the list.
To add a regulator/agency on your matter:
- Select a regulator/agency from the dropdown list by scrolling or starting to type the name of the regulator
- Remove the regulator/agency from the matter by clicking on the 'X' cross next to the name
- Click 'Save'
Note: The entities, parties or regulators/agencies will be automatically added to the matter when saved.
If you require more information or support, you can get in touch with the Support team here or email support@xakiatech.com.