> For the complete documentation index, see [llms.txt](https://docs.agilecase.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.agilecase.com/administrator-documentation/case-type-settings/creating-contact-relationships.md).
# Creating Contact Relationships
This lesson will show you how to set up new client relationships in a case type.
{% stepper %}
{% step %}
### Access the "Relationships" page
Relationships are an option within a case that allows you to select how the client is related to a case. For example, a relationship type of "Solicitor" will allow you to select a contact as a solicitor within the specified case type.
To create a new relationship, first navigate to the "Relationships" page by clicking the button on the settings menu under "Case Type Settings".
{% endstep %}
{% step %}
### Add a new relationship
The relationships page displays all of the relationship types you have created as well as the case types there are available in.
To add a new relationship type, click "Add Relationship" at the top of the page.
{% endstep %}
{% step %}
### Fill in the related contact type details
You will now be presented with a series of fields to fill out. The name and description fields allow you to decide the title of the new relationship type and write a brief description of it.
The joint client option allows you to designate any contact under this description as a joint client in the case, which will list their name under the named client on the case screen.
Finally, you can select which case types this relationship will be available in. Single relationships can be used in multiple case types in order to avoid having to create the same relationship twice for different cases.
Once you have finished specifying your new relationship, click "Save Changes" to create it.
{% endstep %}
{% step %}
### Editing and deleting relationships
Now that your new relationship type has been created, it will be listed on the relationships page along with the AgileCase default relationships.
If you want to edit or delete this, or any other, relationship type, use the dropdown menu opposite and select either "Edit" to bring up the related contact type details or "Set inactive" to send it to the recovery bin, which you can read about [here.](/administrator-documentation/system-settings/recovering-deleted-items.md)
{% endstep %}
{% endstepper %}
---
# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.
## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.
Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:
```
GET https://docs.agilecase.com/administrator-documentation/case-type-settings/creating-contact-relationships.md?ask=&goal=
```
`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.
Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.