> 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/setting-contact-relationships-within-a-case.md).

# Setting Contact Relationships Within a Case

This lesson will show you how to set contact relationships within a case.

## Link Your Contact to the Case

<figure><img src="/files/Qy14u4qWccVo0mtNsPqb" alt=""><figcaption></figcaption></figure>

To link a contact to a case, first use the case toolbar to access the "Contacts" tab, then select a relationship type and the contact name before clicking "Link Contact".

The relationship type governs what is shown under the "Description" heading for a contact and indicates their role in the current case.

## Joint Clients

<figure><img src="/files/OJhiE56lfU2Zpd9GZNpv" alt=""><figcaption></figcaption></figure>

As the previously selected relationship was designated as a joint client, the name of the client will appear below the specified case client which signals their joint status.

## Adding New Relationships and Contacts

<figure><img src="/files/1PuGhI6LlbMgkn7yYrYn" alt=""><figcaption></figcaption></figure>

You can also add new contacts from this tab by using the (1) "New Contact" button.

To find out more about adding new contacts, see our lesson [here](/user-documentation/dashboard/creating-a-contact-person.md).

You can also create client relationships on this tab by simply entering the title of the new relationship in the (2) text box instead of using the dropdown menu.

Also note that contacts linked to the case, their relationship to it and their contact details are listed under the form.

## Viewing Relationships Created in the Contacts Tab

<figure><img src="/files/gUWtgBzLVJFsfuSXjf7p" alt=""><figcaption></figcaption></figure>

Once you have created a relationship in the "Contacts" tab of a case, you can access it through the relationships page on the setting menu as you would any relationship you have created using the "Add Relationship" functionality.


---

# 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/setting-contact-relationships-within-a-case.md?ask=<question>&goal=<endgoal>
```

`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.
