If you have more than one attorney linked to a case, it can be beneficial to indicate one Lead Attorney.
You can see the Lead Attorney in multiple places:
1) In the "Firm User" column in the cases tab (with or without a lead attorney filter)
2) In the "Case Details" screen
Before filtering information by Lead Attorney, you must first add the information to your cases in one of two ways:
1) When initially creating a case
2) When editing a case via the Contacts & Staff section of the case details page
To add a Lead Attorney when initially creating a case:
On Step 4 of the Add Case Modal, you can select a Lead Attorney from a list of all active firm users. They can be in an attorney, staff or paralegal role. If the user was not already linked to the case, they will be linked to it when selected as a Lead Attorney.
To add or change a Lead Attorney to an existing case:
Open the case that you need to edit, and go to the Contacts and Staff section. Click on “Edit Lead Attorney” to select from any active user linked to the case. They can be in an attorney, staff or paralegal role.
To filter cases in the cases tab:
Once you have identified the Lead Attorney’s for your cases, you can filter cases in the Cases tab by Lead Attorney to easily review or access their cases.
To view the Lead Attorney for a case:
Once you have identified the Lead Attorney's for your cases, you can view the Lead Attorney from both the Cases tab and in the Case Details screen.
