Question

Expert with Legal cousel

Forum|Forum|8 days ago
March 12, 2026
1 reply
21 views

sditzig
Contributor

Is there a field to entry an attorney or legal counsel if an expert has obtained prior to sworn statements?

sarahawes
Smokeball Team
Forum|Forum|4 days ago
March 16, 2026

Hi @sditzig we recommend enabling “Additional Contact” from matter options. Once you’ve added that, you can right-click on the contact and select “Edit role and legal description” to indicate that contact card is the witness’ attorney.

Sara Hawes, VP Legal Product

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