--- title: How to Create Lists in the CI People Directory? description: Learn how to create personal or firm-wide lists and add profiles in the CI People Directory to organize and track people efficiently. --- [Skip to content](https://km.courtroominsight.com/knowledge/how-to-create-lists-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 Create Lists in the CI People Directory? **Issue/Functionality Sought:**   - ***How do I create and add profiles to Lists in the CI People Directory?*** - *How can I view Lists in the CI People Directory?* **Tactical Rundown:**  This article will cover how to create and add profiles to Lists in the CI People Directory. The article will also explain the difference between personal lists and group lists.  **Step 1: Select Add to List**  Once you find the profile(s) you want to add to a list, click **“Add to list”** on the right side of the screen.  ![A screenshot of a chat AI-generated content may be incorrect.](https://km.courtroominsight.com/hs-fs/hubfs/undefined-Jan-30-2026-09-16-41-1182-PM.png?width=670&height=269&name=undefined-Jan-30-2026-09-16-41-1182-PM.png) **Step 2: Add New**  If you are creating a new list, click **“Add New”** in the popup window.  ![A screenshot of a computer AI-generated content may be incorrect.](https://km.courtroominsight.com/hs-fs/hubfs/undefined-Jan-30-2026-09-16-54-7470-PM.png?width=670&height=363&name=undefined-Jan-30-2026-09-16-54-7470-PM.png) **Step 3: Choose Name**  Enter a name for the new list.  ![A screenshot of a computer AI-generated content may be incorrect.](https://km.courtroominsight.com/hs-fs/hubfs/undefined-Jan-30-2026-09-17-18-6124-PM.png?width=670&height=339&name=undefined-Jan-30-2026-09-17-18-6124-PM.png) **Step 4: Choose Type**  Choose the list type:    • Select **“\[Your Firm’s Name\] List”** if you want the list to be visible to everyone at your firm.    • Select **“Personal List”** if you want the list to be visible only to you.  Click “**Create**”.  ![A screenshot of a computer AI-generated content may be incorrect.](https://km.courtroominsight.com/hs-fs/hubfs/undefined-Jan-30-2026-09-17-30-2273-PM.png?width=670&height=373&name=undefined-Jan-30-2026-09-17-30-2273-PM.png) You should now see the list you created.  ![A screenshot of a computer AI-generated content may be incorrect.](https://km.courtroominsight.com/hs-fs/hubfs/undefined-Jan-30-2026-09-17-43-8446-PM.png?width=670&height=386&name=undefined-Jan-30-2026-09-17-43-8446-PM.png) **Step 5: Add Profile**  To add profiles to your list, click the **Add Profile** icon (the person with a plus sign).  ![A screenshot of a computer AI-generated content may be incorrect.](https://km.courtroominsight.com/hs-fs/hubfs/undefined-Jan-30-2026-09-18-00-3044-PM.png?width=670&height=373&name=undefined-Jan-30-2026-09-18-00-3044-PM.png) **Step 6: Check Box**  Check the box to the right of each profile you want to add.  ![A screenshot of a computer AI-generated content may be incorrect.](https://km.courtroominsight.com/hs-fs/hubfs/undefined-Jan-30-2026-09-18-36-6053-PM.png?width=670&height=218&name=undefined-Jan-30-2026-09-18-36-6053-PM.png) **Step 7: Save**  After selecting the profile(s), click the green **“Save”** button at the bottom right of the screen.  ![A screenshot of a social media chat AI-generated content may be incorrect.](https://km.courtroominsight.com/hs-fs/hubfs/undefined-Jan-30-2026-09-18-54-4503-PM.png?width=670&height=275&name=undefined-Jan-30-2026-09-18-54-4503-PM.png) A confirmation message will appear saying **“Profiles added to list.”**  ![A screenshot of a computer AI-generated content may be incorrect.](https://km.courtroominsight.com/hs-fs/hubfs/undefined-Jan-30-2026-09-19-16-6604-PM.png?width=670&height=194&name=undefined-Jan-30-2026-09-19-16-6604-PM.png) **Step 8: View**  To view your saved list, you can either click **“Add to list”** again or go to the **“I want to”** drop-down menu and select **“View Tags & Lists.”**  ![A screenshot of a computer AI-generated content may be incorrect.](https://km.courtroominsight.com/hs-fs/hubfs/undefined-Jan-30-2026-09-19-26-6195-PM.png?width=670&height=378&name=undefined-Jan-30-2026-09-19-26-6195-PM.png) Or:  ![A screenshot of a social media post AI-generated content may be incorrect.](https://km.courtroominsight.com/hs-fs/hubfs/undefined-Jan-30-2026-09-20-10-1986-PM.png?width=232&height=282&name=undefined-Jan-30-2026-09-20-10-1986-PM.png) You should now see the profiles you’ve added displayed in your list.  ![A screenshot of a social media account AI-generated content may be incorrect.](https://km.courtroominsight.com/hs-fs/hubfs/undefined-Jan-30-2026-09-20-31-5845-PM.png?width=670&height=284&name=undefined-Jan-30-2026-09-20-31-5845-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.