Additional Names for a Client

A client may be known by more than one name in Legal Server (e.g., a maiden name or an alias). You can enter those Additional Names, but how you do that depends on how site administrators have configured the site.

A typical setup will have an Actions menu link on cases called "Additional Names for Client". That will bring up the conflict check form so any additional names added are also checked for conflicts:

Site Administrator Notes

There is a legacy static process that is not enabled by default. That process does not force a conflict search on additional names added.

For display on a case profile, there is an "All Additional Names" field (also available for Flowblock).

Related: Admin > Lookups > Additional Name Types