Retainer Staff

The Retainer Staff Management administrative page allows you to assign staff members to cases of a certain type automatically once the cases are retained by your firm. This allows you to efficiently pass cases along to your dedicated pre-litigation team for that case type. Retainer staff management is accomplished by adding rules to the SmartAdvocate system. Each rule consists of the case type it applies to, a staff member, and a role; the staff member will automatically be assigned, in the role chosen, to cases of that type once they are retained. Any staff members assigned to the case at the time it is opened, such as an intake paralegal, will be automatically removed from the case when it is retained if there is at least one retainer staff rule applying to that case type.

Open

Adding a Retainer Staff Rule

The fields in this panel are:

Open

1. Case Type: A dropdown allowing you to select which case type the role assignment will apply to.

2. Office: A dropdown allowing you to select which Office the role assignment will apply to.

3. Staff: A dropdown allowing you to select the staff member to be assigned.

4. Role: A dropdown allowing you to select what role the staff member will be assigned to the case as.

5. Comments: A comment box to allow comments related to the rule.