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 built-in add case contact 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.

The Create New Contact button (not shown) lets you 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.