--- title: How to Add a New Profile to the CI People Directory description: Learn how to add a new person to the CI People Directory when the profile does not already exist. --- [Skip to content](https://km.courtroominsight.com/knowledge/how-to-add-new-profile-ci-people-directory#main-content) English Show submenu for translations [![courtroom\_symbol\_colorPNG-3](https://km.courtroominsight.com/hs-fs/hubfs/courtroom_symbol_colorPNG-3.png?width=50&height=60&name=courtroom_symbol_colorPNG-3.png)](https://www.courtroominsight.com/user/login?n=3&hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Contact us](https://www.courtroominsight.com/company/contact-us) [Contact us](https://www.courtroominsight.com/company/contact-us?hsLang=en) How can we help you? - There are no suggestions because the search field is empty. 1. [CI Knowledge Base](https://km.courtroominsight.com/knowledge?hsLang=en) 2. [How-To's](https://km.courtroominsight.com/knowledge/how-tos?hsLang=en) # How to Add a New Profile to the CI People Directory **Issue/Functionality Sought:**   - ***How do you add a profile to the CI People Directory?*** - *How to add a person to the CI People Directory?* - *What to do if you don’t see who you are looking for in the CI People Directory?* **Tactical Rundown:**  This is a detailed guide on how to create a new profile in the CI People Directory. By the end of this article, you will be able to:  - Add a new profile to the CI Directory - Understand which fields are optional versus necessary to create a new profile - Know how to save a new profile in the CI Directory **Step 1: Access the Add Profile Form**  To add a new profile to the CI Directory, open the **"I want to"** drop-down menu and select **"Not listed? Add a Profile"** option, which is the fourth option from the top.  ![A screenshot of a computer AI-generated content may be incorrect.](https://km.courtroominsight.com/hs-fs/hubfs/undefined-Jan-30-2026-09-42-45-1015-PM.png?width=942&height=504&name=undefined-Jan-30-2026-09-42-45-1015-PM.png) This will open a page containing a blank form to submit a new profile.  ![A screenshot of a computer AI-generated content may be incorrect.](https://km.courtroominsight.com/hs-fs/hubfs/undefined-Jan-30-2026-09-43-01-3591-PM.png?width=942&height=510&name=undefined-Jan-30-2026-09-43-01-3591-PM.png) **Step 2: Complete the Left Panel Fields**  There are 3-4 empty fields available on the left-hand side. While completing the optional fields are preferred, the only necessary field in order to create a new profile is the “Roles” section. Below is an overview of which fields are optional vs. necessary as well as details on each field:  **Profile Photo** (Optional)**: On the left panel,** upload a profile photo or paste a link to one. If enabled, you may also apply firm tags by turning the toggles on or off.  ![A screenshot of a social media account AI-generated content may be incorrect.](https://km.courtroominsight.com/hs-fs/hubfs/undefined-Jan-30-2026-09-43-17-1537-PM.png?width=291&height=609&name=undefined-Jan-30-2026-09-43-17-1537-PM.png) **Roles**(Necessary): You **must select a role** from the drop-down menu in order to save the profile.  ![A screenshot of a web page AI-generated content may be incorrect.](https://km.courtroominsight.com/hs-fs/hubfs/undefined-Jan-30-2026-09-43-26-4786-PM.png?width=465&height=334&name=undefined-Jan-30-2026-09-43-26-4786-PM.png) **LinkedIn URL + Other Links** (Optional)**: Add a link** to the person’s **LinkedIn** profile or any other relevant websites associated with the individual.   ![A screenshot of a web page AI-generated content may be incorrect.](https://km.courtroominsight.com/hs-fs/hubfs/undefined-Jan-30-2026-09-43-34-7283-PM.png?width=378&height=267&name=undefined-Jan-30-2026-09-43-34-7283-PM.png) **Step 3: Enter General Information Fields**  This step includes 4 empty fields used to capture basic identifying and contact information for the individual. While most fields in this section are optional, the **First + Last Name** field is required in order to save the profile. The remaining fields can be completed as information is available.  **First + Last Name** (Necessary): Enter the individual’s **first, middle** (optional), **and last name**. Use the drop-down menus to select a salutation and name suffix if applicable. There is also a field for a preferred nickname.  ![A screenshot of a computer AI-generated content may be incorrect.](https://km.courtroominsight.com/hs-fs/hubfs/undefined-Jan-30-2026-09-44-00-0336-PM.png?width=942&height=429&name=undefined-Jan-30-2026-09-44-00-0336-PM.png) **Location** (Optional): Select a **country and state** from the drop-down menus. You can also manually enter a city and ZIP code if available.  ![A screenshot of a computer AI-generated content may be incorrect.](https://km.courtroominsight.com/hs-fs/hubfs/undefined-Jan-30-2026-09-44-09-3201-PM.png?width=942&height=264&name=undefined-Jan-30-2026-09-44-09-3201-PM.png) **Email** (Optional): If an **email address** is known for this person, add it to the email field. You may enter multiple email addresses if needed.  ![A red rectangle with white background AI-generated content may be incorrect.](https://km.courtroominsight.com/hs-fs/hubfs/undefined-Jan-30-2026-09-44-17-6121-PM.png?width=942&height=261&name=undefined-Jan-30-2026-09-44-17-6121-PM.png) **Phone** (Optional): Enter a **phone number** and select the phone type from the drop-down menu. You can also add a date of birth if this information is known.  ![A screenshot of a computer AI-generated content may be incorrect.](https://km.courtroominsight.com/hs-fs/hubfs/undefined-Jan-30-2026-09-44-30-1538-PM.png?width=942&height=369&name=undefined-Jan-30-2026-09-44-30-1538-PM.png) **Step 4: Enter Background Information**  There are 5 empty fields in this step used to capture education, credentials, and professional background. None of the fields are required to create the profile, and completion is optional.  **Education** (Optional): In the education section, **choose a degree** from the drop-down menu. If the degree you are looking for isn’t listed, select **“Other”** and type it manually.   The same applies to **School/University** - select from the drop-down or enter your own institution.  Add a major when available and select the years of attendance and/or completion using the calendar tool.  ![A screenshot of a computer AI-generated content may be incorrect.](https://km.courtroominsight.com/hs-fs/hubfs/undefined-Jan-30-2026-09-44-48-0813-PM.png?width=942&height=336&name=undefined-Jan-30-2026-09-44-48-0813-PM.png) ![A screenshot of a computer AI-generated content may be incorrect.](https://km.courtroominsight.com/hs-fs/hubfs/undefined-Jan-30-2026-09-44-59-4938-PM.png?width=564&height=243&name=undefined-Jan-30-2026-09-44-59-4938-PM.png) **License + Certification** (Optional): Select a **license** from the drop-down menu, or type in the license name and the date it was obtained.  ![A screenshot of a computer AI-generated content may be incorrect.](https://km.courtroominsight.com/hs-fs/hubfs/undefined-Jan-30-2026-09-45-25-0588-PM.png?width=942&height=270&name=undefined-Jan-30-2026-09-45-25-0588-PM.png) **Court Qualifications** (Optional): Select or type the name of the **court** where the individual’s admission was granted and enter the year the admission occurred.  ![A screenshot of a computer AI-generated content may be incorrect.](https://km.courtroominsight.com/hs-fs/hubfs/undefined-Jan-30-2026-09-45-34-5844-PM.png?width=942&height=291&name=undefined-Jan-30-2026-09-45-34-5844-PM.png) **Work History** (Optional): Enter their past/current employment details, including **title and organization**, plus start and end dates if known.   If they are still in this position, turn on the "**Currently Employed**" toggle.   There is also a toggle for "**Court Experience**" if applicable.  ![A screenshot of a computer AI-generated content may be incorrect.](https://km.courtroominsight.com/hs-fs/hubfs/undefined-Jan-30-2026-09-45-42-3397-PM.png?width=942&height=393&name=undefined-Jan-30-2026-09-45-42-3397-PM.png) **Associations** (Optional): Enter the person’s **Title** within the association, the **Association** name, and the **Start Date** and End Date (leave blank if ongoing).  ![A screenshot of a computer AI-generated content may be incorrect.](https://km.courtroominsight.com/hs-fs/hubfs/undefined-Jan-30-2026-09-45-51-8892-PM.png?width=942&height=339&name=undefined-Jan-30-2026-09-45-51-8892-PM.png) **Step 5: Save Profile**  To save your new profile, click one of the blue “**Save**” buttons located throughout the page.   ![A blue rectangle with white text AI-generated content may be incorrect.](https://km.courtroominsight.com/hs-fs/hubfs/undefined-Jan-30-2026-09-46-03-8275-PM.png?width=342&height=117&name=undefined-Jan-30-2026-09-46-03-8275-PM.png) **Still Need Help?**   *If you still have questions or experience issues, our Customer Care team is here to help. Contact us by email (*[*customercare@courtroominsight.com*](mailto:customercare@courtroominsight.com)*) or phone (415-593-1499 x405) to get connected with a team member within 24 hours.*  - [How-To's](https://km.courtroominsight.com/knowledge/how-tos?hsLang=en) - [Release Notes](https://km.courtroominsight.com/knowledge/release-notes?hsLang=en#main-content) - [CI Directory](https://km.courtroominsight.com/knowledge/release-notes?hsLang=en#ci-directory) - [Integration Guides](https://km.courtroominsight.com/knowledge/integration-guides?hsLang=en) - [Support](https://km.courtroominsight.com/knowledge/support?hsLang=en) # Courtroom Insight, Inc. Revealing connections between people, matters, & companies. [mailto:customercare@courtroominsight.com](mailto:customercare@courtroominsight.com) Copyright © 2026, Courtroom Insight, Inc.