Attorneys
Adding an Attorney
Before an Attorney may be added as a Party on a Case, they must first be entered in the Attorney Table.
Go to the ‘Attorneys’ Table via Tables > Parties > Attorneys
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Click on Add Record icon in the upper left corner.
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If the Attorney already has a Profile, click on the down arrow next to the Attorney Name Field and start typing the Attorney Name. Select the name when it appears.
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If the Attorney does not have a Profile, right click on the Attorney Name field and Select ‘Create New Profile’
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Follow the Instructions for Adding a New Profile Record if needed. If the Attorney is listed as an Individual Name, enter it in the First and Last Name Fields.
If instead the listing is a Law Office, enter the name in the Entity Field and leave the Name Fields Blank.
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Save the New Attorney Name by clicking on the Save Record Icon.
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After saving the new Profile, Click on the ‘X’ in the upper right or Press the ESC key on the keyboard to return to the Attorney Lookup Table
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Save the new record in the Attorney Lookup Table.
The Attorney may now be added as a Party in the Case Table by selecting ‘ATTORNEY’ as the Relationship.
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To Place the Attorney on Multiple Cases for the same Defendant, check the ‘Place Party on Multiple Cases’ in the Add Party window and Click on OK
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The ‘Add Party to Multiple Cases’ Screen will appear.
Check the cases on which to add the Attorney and click OK.
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