Case Opening:  New Party Participant Tree

 

The Add New Party screen in Attorney Case Opening has a new look and function.

WARNING: If you select the browser "Back Button" at any time while on this page, you will lose all data you have entered.  If you need to make any changes to the data you have entered, use the edit and delete icons that appear next to the Party name.

The left pane contains the controls to Add New Party.

  • Create Case should ONLY be selected after all parties, attorneys, and aliases are added.

As parties are added, a Participant Tree is built.

  • The Expand All hyperlink produces a tree that links all attorneys to their corresponding parties once they are added.
  • The Collapse All hyperlink displays only the parties in the case, with attorneys and aliases collapsed in the tree.

The search fields in the right pane on the screen are unchanged and function as they always have.

 

The Search for a Party screen allows you to enter your party names and do a search to see if these parties are already in the court’s database.

The Party Information screen allows you to pick the role of your party and enter party text.

  • When you click the Add Party button on the Party Information screen, the party is added to the Participant Tree.
  • You can add an Alias or Attorney using the Add icons appearing under the party in the tree.
  • Corporate Parent or Other Affiliate is also displayed, but you DO NOT use this option . You are required to file a Corporate Disclosure Statement which provides this information.

  • Click Add New Party to continue adding parties to your case.

  • For detailed information on the icons, see Participant Tree Icons.