Adverse Party Block

Provides the ability to add, edit, and remove adverse parties from a matter. Typically used on an intake form as well as an auxiliary form.

Note: This block was originally named "Adverse Party (v2)". Administrators may still see this name in a form element list. There is no need to remove and re-add the block.


Configuration Options:

  • Show Common Adverse Party - uncheck this to hide the option to add common adverse parties
  • Restrict Common Adverse Party to Category. Adds a "Common Adverse Party Category" dropdown to the form when adding a common adverse party. Restricts the list to a category like "Banks" or "Government Agencies" or "Evil Landlords", for example. Add and edit categories in Admin > Lookups > Common Adverse Party Category.
  • Require at Least One Common Party
  • Show Rule of Professional Conduct
  • Require Rule of Professional Conduct
  • Show Conflict Status Note
  • Require Conflict Status Note
  • Show Adverse Party Note
  • Show Google Map Link
  • Show Branch/CC - only applicable to sites using that field
  • Show Intake Office Column in List
  • Ask for SSN / Show on Profile
  • Show SSN Column in List
  • Show Legal Problem Code Column in List
  • Show All Phone Numbers
  • Show Email
  • Show Adverse Party Alert
  • Show Race
  • Show Gender
  • Show Height
  • Show Weight
  • Show Eye Color
  • Show Hair Color
  • Show Driver's License
  • Require Address
  • Require City
  • Require Zip
  • Show Institution
  • Show County of Residence
  • Show Hover Information
  • Post-search Instructions
  • Show Relationship Type
  • Require Relationship Type
  • Show Approximate DOB
  • Show Age at Intake
  • Show Marital Status
  • Show Immigration Status 
  • Require Immigration Status
  • Show Visa Number / A#
  • Show Business Type
  • Show Employer
  • Show Visa Number
  • Show Business Type
  • Show Employer
  • Show Government Generated ID
  • Show Address Validation
  • Column configuration section for the results list
  • Submit Label - text for the button
  • Save & Search Label - text for the button
  • Links Open in New Window - Popup / New Window / Normal
  • Alternate Layout - deprecated
  • Show Conflict Status - Undetermined / Conflict / No Conflict
  • Require Conflict Status - requires either Conflict or No Conflict to be selected
  • Require DOB
  • Show "Exclude from Search" - if displayed and selected, the AP will be skipped in future conflict searches
  • Default AP Type - determines what the block displays when initially loaded
  • 'No party' message - text for the button
  • Show Attorney Name and Number - text field
  • Show Income Note - text field
  • Show Highest Education - uses the existing system lookup field and list
  • Show Employment Status - uses the existing system lookup field and list
  • Show Family "Relationship Type" column
  • Show Family "Relationship Subtype" column
  • Show address search (if feature enable)
  • Alternative "Business" label
  • Clicking Search Will Refresh and Pass Party ID
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