Files > People on a File

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People on a File

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You can view and edit a list of the People associated with the File, or change information about them, or contact them. The list may include Firm Members and Contacts.

This topic covers:

• Looking up People on a File

• Assigning a Person to the File

• Specifying a Client's billing information on a File

• Specifying information for a Firm Member on the File

You can e-mail, call, and otherwise contact People on the File from the Billing side, just as from the Attorney side. For details, see the "Getting in touch with People on a File" topic in the Attorney User Help.