*How do I define the responsible attorney for a case?

Case Page –> Case Details

To define which attorney’s information will populate the forms in a given case:

  • Navigate to the case.
  • Select the tab titled “Case Details”
  • Select the appropriate attorney from the Dropdown menu.
  • If any items are missing from the menu, speak to the member of your firm with the administrator account and they will be able to define who is an attorney in the “Administrator Panel” on the “Users” tab.
Last updated byJames