Section
Participants
Everyone involved in a lead or case and their role in it: legal roles like opposing party or judge, and family relationships when they matter to the case.
You'll find this section on a case and a lead.
The Participants section lists the people involved in a lead or case and their role in it. It’s a property of the case itself (it answers “who is part of this case?”), and it is what feeds Conflict Checks.
Roles: Legal and Family
A participant’s role can be legal (Opposing Party, Judge, Co-Counsel) or family (Mother, Spouse) when a family tie matters to the case. One person can hold several roles at once. The role list is yours to manage: the Configure button in the title bar opens the role and relationship types in Settings.
This is the difference from Relationships on a contact: Relationships record strictly family ties between people; Participants record anyone’s involvement in a lead or case, by either kind of role.
Each entry also takes a free-form Description (“first wife”, “served 3/12”) so you can add nuance without inventing new role types.
Two-Way Relationships Offer the Reciprocal
When you add someone with a two-way family relationship (Wife, say), Outlaw offers to record the reciprocal on the other person’s contact (add Jane as John’s Wife, and it offers to add John as Jane’s Husband), noting where the entry came from.
The Checked Column
Every participant shows their conflict-check status: the date of the most recent conflict check that covered them, or an X telling you a check is needed. Your own firm’s users always show as checked: they’re your staff, not a conflict source. A case also gives credit for checks run back when it was a lead, so converting a lead doesn’t reset its screening.
Quick Actions
Each participant row links to their contact, and offers one-click call and email actions that create a properly categorized task for the touch, so the contact lands in your time records, not just your memory.
Where You’ll See It
Participants appears on a lead and a case. On a contact, the related section is Relationships (family ties only; companies show Employees). Participant facts about a case are part of the case’s record; keep internal commentary about people in Private Comments.