Overview
MyCase lets you create contact groups that your contacts can be filed into. Eventually, when you have hundreds (or even thousands) of contacts in MyCase, contact groups will keep you organized.
Your MyCase account has some default contact groups (Client, Co-counsel, Expert, Judge, etc.). You can add, edit, and delete contact groups to your liking:
Click the Contacts tab in the main left navigation pane.
Click the dial icon in the right-hand corner, then click People Groups.
You will be taken to a page that lists all of the People Groups in MyCase. Options on this page will include:
Add People Group - Click this button to add a new contact group into MyCase.
Number of Contacts - This column will let you know how many contacts are assigned to each contact group.
Edit Button (pencil icon) - Click this button to rename the contact group. Any existing contacts that have been assigned to this contact group will be assigned to the new group name.
Delete Button (trash can icon) - Click this button to delete the contact group from MyCase. When you delete the contact group, all of the contact associated with the group WILL NOT be deleted from MyCase. They will still have the group name assigned to them.
For example, if there are 12 contacts assigned to the group "Council" and you delete the group called "Council", those 12 contacts will still remain in the system, and they will still be assigned to the "Council" group. However, for all new contacts moving forward, you will not have the ability to choose "Council" as a contact group option.