PBI Web Portal PBI Attorney Profile Management

Edit Profile

An attorney edits his profile by navigating in the menu to Account/ProfileEdit Profile. The attorney may change any of the items in the profile, as shown in Figure 35, including name, contact information, bar information, and normal hourly rate.

Figure 35 - Edit Profile

Clicking the “Update Profile/Return” saves the attorney’s changes and returns to the main menu page. The “Cancel” button abandons the changes and returns to the main menu.

Counties

Attorneys review or edit the counties they take cases in by clicking on the Account/Profile”Counties in Which I Will Take Cases” menu option. The county selection page is shown in Figure 36. Attorneys check the boxes next to the counties in which they practice. A box can be unchecked if the attorney no longer takes cases in that county. Once all selections are made, click the “Save/Return” button at the bottom of the page to save the new selections.

Figure 36 - County Selection Page

Subjects

Attorneys may enter or edit the list of types of cases they handle. Simply choose the Account/Profile”Types of Cases I Will Take” menu option. The Subject selection page is shown in Figure 37. At the top is a dropdown box. This categorizes the subjects based on their main topic group. The attorney chooses one of the main categories to see the subjects within that category. Then, check the boxes next to subjects the attorney will handle. Remove check boxes from subjects the attorney will no longer handle. When selections have been made for that main category, always remember to click the “Save” button before choosing another main category.

Figure 37 - Subject Selection Page

Change Password

Access the change password page by using the menu, navigating to Account/Profile and down to Change Password. The Change password screen, shown in Figure 38, should appear.

Figure 38 - Change Password Page

To change his password, the attorney enters the current password in the “Old Password” field. Then enters the new password in the “New Password” field and retypes the new password in the “Confirm New Password” box. Click the “Change Password” button to change the password.

Change Security Question and Answer

To change the Security Question and Answer, navigate to Account/Profile and down to Change Security Question/Answer. The Change form should appear, as shown in Figure 39.

Figure 39 - Change Security Question and Answer Page

First, enter the current password in the first box. Then enter the new question and answer in the appropriate boxes. Click the submit button to change the question and answer.