Following along in MyCase is recommended as you read the article.
Linking a Contact When Creating a New Case
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.
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.
Linking a Contact to An Existing Case
You can always add clients and contacts to a case after it has been created.
Open the Case Details page for the case that you would like to add clients/contacts to. Click the Contact & Staff Link button. You will be presented with a list of all the contacts and staff that are linked to the case.
Click the Link Contact button.
You will then be given three options:
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.
Linking Cases to An Existing Contact From the Contact Page
You can link a case to a contact while on their Contact page. Click on the Cases tab then click Add case link.
A popup will appear that allows you to select from the following:
Add new case
Add existing case
Add New Case
Click Add new case to display the Add case lightbox.
Follow the prompts in the lightbox to enter relevant case information, link the case to firm users and contacts, and specify billing preferences.
Click Save & Finish to finish linking this new case to the client.
If you want a full walkthrough of how to add a new case, review the Adding a New Case support article.
Add Existing Case
In the Case Link field, type the name of the case you want to link to the contact.
If you wish to share all case events and documents with this contact, select the first checkbox, Share all existing case events and documents with this user. Selecting Automatically mark all items as read can come in handy when there are a large amount of events and documents to prevent the contact from having to go through all notifications to mark as read.
Click Add case link to complete the process and the Cases sub-section should now populate with the newly added case.
