This scenario was posted by one of our users:
"I am subcontracting a traffic reconstruction case. I need my client and the re-constructionist to access the files. And, possibly the Attorney. Is this program able to perform this task? If so, how do I go about doing so?"
Answer: You can assign the attorney to the file under the client’s section; they can view the information in the file. Regarding the subcontractor, you can add them into the system as an investigator and assign/schedule that case to them. In the investigator's profile. For the investigator and the client, be sure sure your “roles and access” under settings for clients lets them view and/or modify the information.
To add additional Client to case please follow the below:
1) From the Case Detail page of a case, click "Edit Case"
2) Click the "+" next to the primary client, then select the type of client you would like to add
