Matter Roles represent all individuals or entities who have a potential role or relationship to a case, not just members of your firm. This is a step by step guide on how to properly assign a Matter Role in CaseQube
1. #### Step 1: Login
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Log in to Salesforce using your secure credentials.
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Navigate to the CaseQube Home Page.
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2. #### Step 2: Open Matter
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Click the Matters tab.
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Select the Matter (case) you are working on.
Click "Sophia Fallara | Domestic Violence"
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3. #### Step 3: Matter Role Tab
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Click the Matter Role tab.
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The Client’s information will automatically populate in the pre-filled fields.
Click "Matter Role Name"
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4. #### Step 4: Adding Roles
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Click the Add Roles button.
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Enter the Party and assign their Category.
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If needed, assign a Sub-Role Category and add any comments.
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5. #### Step 5: Adding Additional Roles
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If you have more Matter Roles to assign, click Add Rows.
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Fill out the information for each new role just like you did in the previous step.
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6. #### Step 6: Save Matter Roles
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Click the Save button.
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Review your Matter Roles to ensure all information is correct and complete.
Click "Matter Role"
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