How the lawyer directory works
Every file needs an Assigned Lawyer, and that lawyer’s details flow into the forms you generate. Enter a lawyer’s details once. After that, the lawyer is available to select in the Assigned Lawyer’s Name field on every file.
Only Organization Admins can manage the directory.
Add a lawyer
Click the Admin Console (gear icon) in the top-right corner of the screen.
Select Lawyer Directory under Organization in the left-hand menu.
Click + Add in the top-right corner of the page.
Select Lawyer from the Role Type dropdown.
Enter the lawyer’s Full Name, Email, and Phone. These fields are required.
Enter the lawyer’s Fax and LSO or bar number, if applicable.
Choose how to set the lawyer’s address:
Select Saved address and choose an address from the Selected Address dropdown.
Select Enter manually and type the firm address, city, province, postal code, and country. Select Save this address for future use to make the address available the next time you add or edit a lawyer.
Leave the address blank to use the organization’s address.
Click Add Contact.
Edit or remove a lawyer
Go to Admin Console › Lawyer Directory.
Find the lawyer in the list, or type their name in Search by name.
Click the pencil icon on the lawyer’s row to edit their details, or click the trash icon to remove them.
Conclusion
The lawyers you add are available to select as the Assigned Lawyer on any file. Return to the Lawyer Directory anytime to add or update a lawyer. If you don’t see the Lawyer Directory, contact your Organization Admin.