How to Add an Attorney to the Firm Account

IF THESE INSTRUCTIONS DON'T MATCH WHAT YOU SEE ON YOUR SCREEN...

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The Firm Attorneys page is is a list of attorneys in your firm that you can file on behalf of. 

• Note: Firm Attorneys are not automatically added as users nor service contacts within the account.

Only Firm Admins can add new attorneys to the account.

At the Dashboard, click on the 3 horizontal lines at the top left of the screen. Click on Firm Management and select Attorneys.

On the right side of the screen, click the +Add Attorney.

Click into the empty fields for Bar Number, First Name, and Last Name and type in the data. Click Save once all fields are entered.

• Click to learn what attorney number to use.
• Who do I contact if my attorney number will not verify?

NOTE (for Texas users): Leave off any leading zeroes when entering the attorney's Bar Number.

These functions enable the attorney to appear as a Lead Attorney and Filing Attorney while in the filing process.