IF THESE INSTRUCTIONS DON'T MATCH WHAT YOU SEE ON YOUR SCREEN...
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To learn how to add a Lead Attorney to one of the Parties on your case, please select one of the following options:
FOR MOST STATES
Adding a lead attorney to party on a case can be done under the Parties page.
Click the pencil icon directly to the right of the party.
Scroll down the screen to the Attorney Information section. Click under the Lead Attorney box.
At the lower right hand corner, click Save.
PLEASE NOTE: You will not be able to select opposing counsel or co-counsel (the attorney for opposing parties), as they do not belong to the same firm.
FOR LOUISIANA
In order to have an attorney to be listed with a party on eFile, this will be completed in the filing process.
At the Parties tab, click on the Pencil icon to the right of the party which will then generate party details further down the screen.
Under Attorney Information, click on ADD/EDIT ATTORNEYS
The list of Firm Attorneys appears. Check the box to the left the attorney(s) and then click Lead Attorney.
If there is attorney missing from your Firm account, click here to learn how to add a Lead attorney to the firm account.
Confirm the attorney, click on Save.
The filing must be submitted and accepted by the court for the attorney to be attached to the case.
Please Note: If you need to remove or change the attorney of record, you will need to contact the court that you are filing into. The court may require you to file documents in order for them to make the change, but ultimately, they are the only ones who can make the change within the software.