Adverse Party Block


Provides the ability to add, edit, and remove adverse parties from a matter. Typically used on an intake form as well as an auxiliary form.


Note: This block was originally named "Adverse Party (v2)". Administrators may still see this name in a form element list. There is no need to remove and re-add the block.


Configuration Options:

* Show Common Adverse Party - uncheck this to hide the option to add common adverse parties


* Restrict Common Adverse Party to Category. Adds a "Common Adverse Party Category" dropdown to the form when adding a common adverse party. Restricts the list to a category like "Banks" or "Government Agencies" or "Evil Landlords", for example. Add and edit categories in Admin > Lookups > Common Adverse Party Category.


* Show Rule of Professional Conduct

* Require Rule of Professional Conduct

* Show Conflict Status Note

* Require Conflict Status Note

* Show Adverse Party Note

* Show Google Map Link

* Show Branch/CC - only applicable to sites using that field

* Show Intake Office Column in List

* Ask for SSN / Show on Profile

* Show SSN Column in List

* Show Legal Problem Code Column in List

* Show All Phone Numbers

* Show Email

* Show Adverse Party Alert

* Show Race

* Show Gender

* Show Height

* Show Weight

* Show Eye Color

* Show Hair Color

* Show Driver's License

* Require Address and City if known (removed 5/10/2019)

* Require Address (new 5/10/2019)

* Require City (new 5/10/2019)

* Require Zip (new 5/10/2019)

* Show Hover Information

* Post-search Instructions

* Show Relationship Type

* Require Relationship Type

* Show Approximate DOB

* Show Age at Intake

* Show Marital Status

* Show Immigration Status

* Require Immigration Status

* Show Visa Number / A#

* Show Business Type

* Show Institution

* Show County of Residence

* Show Employer

* Show Address Validation

* Column configuration section for the results list

* Submit Label - text for the button

* Save & Search Label - text for the button

* Links Open in New Window - Popup / New Window / Normal

* Alternate Layout - deprecated

* Show Conflict Status - Undetermined / Conflict / No Conflict

* Require Conflict Status - requires either Conflict or No Conflict to be selected

* Require DOB

* Show "Exclude from Search" - if displayed and selected, the AP will be skipped in future conflict searches

* Default AP Type - determines what the block displays when initially loaded

* 'No party' message - text for the button

* Show Attorney Name and Number - text field

* Show Income Note - text field

* Show Employment Status - uses the existing system lookup field and list

* Show Highest Education - uses the existing system lookup field and list