Assign Cases

To assign a case to specific staff, we need to use the Checklist section in a case. Under the Progress Control Bar, you may find the "Checklist" next to the "Task" Tab. Under "Checklist", you may assign an Attorney/Paralegal from the dropdown list. To be able to get assigned in a case, the staff need to set up an account first. If you could not find your requesting assignee, please go to the "Attorney Account" to set up.

 

By assigning cases to Contractors, attorneys can decide which cases are accessible to contractors.