This article details the steps on how to add family members to an existing case. To add Users for Corporate Cases, please click HERE
Click Cases from the Main menu on the left.
Click Clients to view Personal Cases.
Select the case you wish to add a new family member to and click on Applicants.
Click Add Applicant to add a new user/family member.
Fill out the necessary fields. The fields marked with an asterisk (*) are required fields. Note that the Login Username or Email will be automatically filled for you.
Click on the Relationship drop-down menu to select a relationship to the new user.
You may also select what service will be provided for the new applicant such as Advice only, Representation Only, Both Advice and Representation or No service delivered.
Click on Save to finish adding a new Family Member.
You should now see your newly-added family member on the Users page.
After you have successfully added your family member, you may also send a client portal invite. To do that, click on "Options" and click on Send Client Portal Invite.
