When you add a new case/matter to the system, you will be presented with a screen called Client & Contact Link (pictured below). This is where you can link all related parties to the new case. Related parties can be clients, experts, witnesses, co-counsel, etc.

Simply type the contact's name into the Contact Name search field. MyCase will search your database of contacts and return matches. Click the contact from the auto-match to link them to the case (pictured below).

​Please Note: If you would like to link a contact that hasn't been created in MyCase yet, you can use the "Add a new contact" or "Add a new company" buttons to create a new contact record.

You can link as many clients and contacts to a case as you'd like. As you link them, their names will show up in the list.

You can always add clients and contacts to a case after it has been created.
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Open the Case Details page for the case that you would like to add clients/contacts to. Click the Contact & Staff Link button (pictured below). You will be presented with a list of all the contacts and staff that are linked to the case.

Click the blue button labeled Add Contact Link.

You will then be given three options (pictured below):

New Contact - Create a new contact in MyCase and link them to the case.

Add Company - Create a new company in MyCase and link them to the case.

Existing Contact - Link an existing contact to the case.