Legal Representatives

Entities > Legal Representatives

 Solicitors/Barristers are pre-stored so they can be assigned to cases, allowing for easy production of letters to solicitors and to produce reports based on cases assigned to them.

Solicitors are assigned to cases as acting solicitors for the plaintiff or solicitors for the other side (defendant).

Solicitors are assigned to cases allowing for the production of documents or sending of emails where required.

Solicitors acting for the plaintiff can be assigned from within an action by selecting it from the command field as shown below.

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Solicitors acting for the plaintiff can also be assigned within the Case Manager from the shortcut field (SO) as shown below.

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Solicitors acting for the other side can be assigned from within an action by selecting it from the command field as shown below.

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Solicitors acting for the other side can also be assigned within the Case Manager from the shortcut field (SOS) as shown below.

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Creating a new Solicitor/Barrister

A solicitor code must be unique. Enter your new solicitor code in the "Code" field.

IMPORTANT: The code should not contain any spaces or characters other than letters or numbers; except a full stop.

Fill out all solicitor details then click “Save” to save.

Fill out all solicitor details then click “Save” to save.

When a solicitor is assigned to a case, you can view their details in the Miscellaneous page.

Once a Solicitor is assigned to a case, you can email them direct when you are in the case. Simply click the Email action and select “to Solicitor” from the Party list.

You can also email a Solicitor from within the Solicitor screen, by clicking the “Email” button. These emails will not be linked to cases though.

Add notes on a Solicitor record by clicking the “Notate” button. These notes will not be linked to cases, so will be general notes relating to the Solicitor, rather than specific to a case.