Assigning Lawyers to a Case

A case in LegalAtoms may be connected with including one or more lawyers. The lawyers can then login and have acccess to those cases on whom their name is listed as a lawyer.

Creation of Lawyers

Lawyers in LegalAtoms are created in the following ways:

1.  Each lawyer may individually register on LegalAtoms. The instructions for registering are here : How to Setup a Profile as a Professional

LegalAtoms is a on open platform and any lawyer can register an account. Our internal team then approves the lawyer account after verifying their credentials from the Bar Association.

2. A Clerk may create lawyers using the Accounts Manager

A clerk may create lawyer accounts.

How Lawyers are Assigned to a Case

There are multiple ways a lawyer is assigned to a case:

 

Option 1:  A Clerk may assign a lawyer to a case

Step 1: Click Share

 

Step 2:

A clerk  can also search through list of lawyers and other professional

Clerk can also customize the message sent in the e-mail or SMS notification to the lawyer

Option 2:  When a client creates a case via LegalAtoms questionnaires, they may specify their lawyer

In the questionnaires filled by the clients, there's always a question about whether a lawyer is representing them. This is where the client can select their lawyer.

Option 3:   When a client E-files a case they can specify the lawyer. As part of the E-filing LegalAtoms uses Optical Character Recognition (OCR) and mapped to a lawyer account.  The client can confirm the mapping

When a lawyer is assigned to a case their assignment timestamp is stored. Later if their assignment is removed, they will lose access to the case. There is a record of their assignment and the start and end date stored.

How Lawyers are Displayed

These can be seen in the connections tab of a case.

 

 

How Lawyers are Removed From a Case

A clerk may remove the assignment lawyer by clicking on the "Share" icon and unselecting the professional to whom the access was given prior.