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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.
Attorneys Table
The Attorneys table is where the details of defendants' attorneys are stored. Each row of the table represents an individual law firm. See Tables for See Tables for general information about table structure and usage, including all buttons and other tools in this table that are not mentioned below.
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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 the Documents case page.
[column with no title]: Right-click icon; right-click menu contains Edit, Copy, and Delete.
Editing a Law Firm
To edit a law firm:
Click the rightthe right-click icon in icon in the untitled column of the row representing the law firm you wish to edit, or right-click anywhere in that row. This will bring up a menu of options.
Click the Edit option in the menu. This will bring up an Add/Edit panel for law firms, with the existing information filled in.
Fill the fields in with your desired information. See The Add/Edit Law Firm Panel for details about the fields.
Click Save to save the changes and close the panel.
If you decide you do not wish to save the changes, click Cancel instead of clicking Save to undo the changes and close the panel. You can also click the white X at the upper right of the panel to do the same thing.
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To delete a law firm:
Click the rightthe right-click icon in icon in the untitled column of the row representing the law firm you wish to delete, or right-click anywhere in that row. This will bring up a menu of options.
Click the Delete option in the menu. This will bring up a confirmation message (to avoid accidental deletions).
Click the OK button in the message to confirm the deletion.
If you decide you do not wish to delete the law firm, click Cancel instead of clicking OK to cancel the deletion. You can also click the black X at the upper right of the message to do the same thing.
Until you either confirm or cancel the deletion, you may not be able to visit any other tab in your browser.
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Click the Add New Law Firm button. This will bring up an Add/Edit panel for law firms, completely blank.
Fill the fields in with your desired information. See The Add/Edit Law Firm Panel for details about the fields.
Click Save to save the law firm and close the panel.
If you decide you do not wish to save the law firm, click Cancel instead of clicking Save to undo the changes and close the panel. You can also click the white X at the upper right of the panel to do the same thing.
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You can add a new law firm by copying the information of an existing one. This can be useful if a firm represents multiple defendants in the case, or if a defendant is represented by multiple law firms or different attorneys at one firm for different aspects of the case. To copy a law firm:
Click the rightthe right-click icon in icon in the untitled column of the row representing the law firm you wish to copy, or right-click anywhere in that row. This will bring up a menu of options.
Click the Copy option in the menu. This will bring up an Add/Edit panel for law firms, with the information from the firm being copied filled in.
Make any changes necessary to the information in the fields. See The Add/Edit Law Firm Panel for details about the fields.
Click Save to save the law firm and close the panel.
If you decide you do not wish to save the law firm, click Cancel instead of clicking Save to undo the copying and close the panel. You can also click the white X at the upper right of the panel to do the same thing.
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