Modifying Attorney Records

To add an attorney:

Access the Find an Attorney dialog box.

Option

Description

From a case record

Find a case.

Select the Parties tab.

Select the attorney you want to modify.

Select the attorney link in the Attorney section of the Modify Case Attorney Details dialog box.

From Administration

Click Administration in the navigation menu or home page.

Click Special Parties under System Codes.

Select Add/Edit Attorneys.

Search for and select an existing attorney, or add a new attorney.

In the Name section, click

to add a new name for the attorney or select an existing name, complete the fields, and then click Continue.

In the Current Known Address section, click

to add a new address for the attorney or select an existing address, complete the fields, and then click Continue or Validate.

In the Notifications section, select the check box to notify an attorney when a document is added to an event.

In the Bar Number section, type a bar number for the attorney.

In the Current Standing section, click

to add a new standing or select an existing standing, complete the fields, and then click Continue.

In the Phone Numbers section, click

to add a new phone number for the attorney or select an existing phone number, complete the fields, and then click Continue.

Several options are available in the Other Links section:

Option	Description
Modify Attorney Unavailability	Click this link to maintain attorney unavailability.
Qualifications & Disqualifications	Click this link to maintain attorney qualifications and disqualifications.
Party Information	Click this link to maintain the attorney’s party record.

Click Save.