Case Contacts

A case contact is a person or organization involved in a case that is not the client, adverse party, or family member/non-adverse party. This could be opposing counsel, a translator, a guardian ad litem, etc.

Site administrators can configure different ways to add a case contact, but there is often a "People" or similar tab that lists all existing case contacts. That list has "+" icon in the filter bar.

The form initially displays a list of all people and organizations already added to the case (not just contacts), then an "Add Case Contact" section:

You should typically use the Search option to avoid creating duplicate contact records.

Create New Contact Button

The Create New Contact button uses a built-in form by default to create a new Contact record (in the system, not just for the case) and set the Case Contact Type for the new contact on the case.

Site administrators can instead set that button to use a dynamic contact create process by changing "Default Contact Creation Dynamic Process" on the Admin > Process Settings page.

We highly recommend using the "Contact - Case Contact Type" block on a dynamic create contact form. The block does nothing when adding a contact from the main Contacts page, but when adding a contact to a case it allows setting the Case Contact Type.