Family members are added in the contact profile as a family member of the primary contact or as a separate contract. Read below to find out how to enter them correctly.
Creating Spouses, Petitioners, Other Beneficiaries, Sponsor’s or Co-Sponsors is handled through what we call “Related Contacts”.
- From the contact page, select the tab “Related Contacts”
- Click “New” or “Link Contact”
- Either create a new related contact, or link an existing contact from Prima.Law or Clio.
When saved, you will be able to select this related contact to fill roles on forms created in cases for the primary contact.