How to Generate Forms Without Attorney/Preparer Information

 

 

If you need to generate forms that do not display attorney or preparer details, please choose one of the following three methods:

Method 1: For Specific Cases (Single Case）

If you only need to hide preparer information for a specific case (e.g., pro se petitions), please follow the instructions in this guide: How to create forms for petitions without attorney representation

Method 2: Firm-wide Default Settings

If your organization generally does not use a default preparer for new cases, you can adjust this in your global settings:

1. Go to Firm Settings > Advanced.

2. Locate the Default Preparer section.

3. Ensure that no selection is made for the default preparer questions (leave the fields blank).

Method 3: Create a "Blank" Attorney Profile

You can also create a placeholder profile to use whenever you want to omit details on a form:

1. Create a new attorney profile and name it "Blank" or "N/A".

2. Leave the Name and License fields empty.

3. When working on a case where no preparer info is needed, select this "Blank" profile as the assigned attorney.

Note: For any cases that do not involve an attorney, we recommend applying a "blank" preparer profile to ensure the best formatting outcome.