...
The Structure of This Page
Add New Law Firm button. Used to add a new law firm to the case file. See Adding a Law Firm.
Attorneys table. Contains the attorney details and allows various actions to be performed on them. See Attorneys Table.
...
The Attorneys table contains the following available columns:
Defendant: The defendant represented by the law firm.
Law Firm: The law firm representing the defendant, the address of the firm, and the type of representation.
Attorneys: The attorneys representing the defendant. The primary attorney is listed at the top, in bold text.
Paralegals: The paralegals assigned to the case. The primary paralegal is listed at the top, in bold text.
File No: The law firm's identification number for the case file.
Insurance: The insurance company directly retaining the law firm, the adjuster for the insurance company, and the adjuster's phone number.
Comments: Any comments about the law firm.
Docs: The number of documents associated with the law firm and a link to the documents in the Documents case page.
[column with no title]: Right-click icon; right-click menu contains Edit, Copy, and Delete.
...
The Add/Edit Law Firm Panel allows you to fill in the details of a law firm. See Add/Edit Panels for general information about panel structure and usage. This panel contains the following fields:
...
Defendant: The defendant represented by the law firm.
Law Firm: The law firm representing the defendant.
Primary: Whether the law firm is primary.
Type: The type of representation.
Attorney: The attorneys representing the defendant. This field allows multiple attorneys to be selected; click the Add hypertext in the dropdown to select an attorney, and it will appear in the table below the dropdown. Click the Delete hypertext in the table to remove an attorney. If there is a contact in the Law Firm field, the dropdown will only show attorneys employed by that contact; click the Show All button to make the dropdown show all attorneys, then click the Show Only Firm's Attorney button to go back to showing only attorneys employed by the law firm.
Paralegal: The assigned to the case. This field allows multiple paralegals to be selected; click the Add hypertext in the dropdown to select a paralegal, and he or she will appear in the table below the dropdown. Click the Delete hypertext in the table to remove a paralegal. If there is a contact in the Law Firm field, the dropdown will only show paralegals employed by that contact; click the Show All button to make the dropdown show all paralegals, then click the Show Only Firm's Paralegals button to go back to showing only paralegals employed by the law firm.
File No: The law firm's identification number for the case file.
Insurance Co.: The insurance company directly retaining the law firm.
Comments: Any comments about the law firm.