Depending on your workflow, you may choose to assign a paralegal (or multiple paralegals) to a case. This can be helpful for tracking/reporting purposes. Here’s how to do it:
- Navigate to the case
- Select the tab titled “Case Details”
- Select the appropriate paralegal from the “Primary paralegal/staff” dropdown menu
- Click the “Save” button
To track the cases that a paralegal is assigned to, use the case list feature.
- Navigate to Cases > List in your left sidebar:
- At the far right side under the “New” button, click on the downward pointing arrow:
- Select Columns > Primary paralegal/staff:
- Now, type the name of a paralegal in the “Primary paralegal…” column and view the results:
James