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.