Firm Service Contacts – Is a master list of email contacts. This list of emails will then be used to attach to individual cases.
Best Practice Recommendation: It is recommended that a user should only add themselves, or another member of their firm, to this list. Only the firm that creates the contact can maintain the contact (update any contact information, such as email or address) and remove themselves from any cases they are erroneously added to.
Locate the Firm Service Contacts List under the 3 horizontal lines at the top left.
Click the +Add Service Contact button on the right side of the screen.
Complete the fields required fields and click Save at the lower right hand corner.
Click here if you would like to add a Service Contact to a case.