Assigning a Case Contact

Once a case is built, users can opt to attach a case contact to it. This way, there will be a point of contact from the law firm’s end if ever the organization wishes to get updates from them. This will also encourage the law firm to use the Justice Bolt portal to provide updates, upload, and download case documents, and collaborate information with your organization.

To attach a case contact to a case, open the case first and proceed to the Contacts tab.

Under the Contacts section, select Add New Contact and choose what type of case contact will be added to the case.

Once you select the type, you will be redirected to a different page. You’ll be asked to supplement the full name of the contact and the system will try to determine if it’s already existing in your software.

If there’s a similar name in the system, it will appear in the choices. Otherwise, you can proceed to create a new entry by selecting Create new law firm contact.

You’ll be asked to supply the necessary information for the case contact. You can opt to add more details like the contact's phone number by clicking the More Options link. After filling out all the fields, click Save to add the contact to the case. 

It’s important to include the email address of the case contact because this is where all automated emails from your software will be sent to. An example of an email that will be sent to the case contact is the request for a case status update.