PBI Web Portal PBI Attorney Registration

Two Types of Registrations

Understand that the PBI Web Portal will allow two types of registration:

1. To register to be on your lawyer panel (New Attorney)--this is for attorneys who have not helped you before and do not appear in your Lawyers panel. This allows them to "register" or sign up to be on your Lawyer panel.
2. To register to use the PBI Web Portal (Website Registration)--this is for attorneys who are on your Lawyers panel, but have not registered with the website to set their username and password.

Here is a logical diagram to help with understanding this process.

New Attorney

An attorney who is not one of your PBI lawyers (i.e., not in the lawyers system and therefore not on your lawyers panel), can notify you of their desire to help you. The attorney just goes to the Log In page and clicks on the link that reads, “If you are an attorney who would like to help us, but haven’t in the past….” That looks like this

When the attorney clicks the link, a registration page appears as shown here Once completed a “Thank You” page appears and the message that they will be contacted by the organization shortly.

Staff then receives an email. That email looks something like this .

Within Prime, navigate to Search-->PBI-->Lawyers Web Registration. This opens the Lawyers Web Registration search screen

When the Website Registration Search Page opens, it defaults to showing pending registrations. You may use the search features, like other search pages in Prime, to find particular registrations. Use the “Pending” button to return to showing pending web registrations. Double-click on an entry (or single click and choose the “Open Form” button, to open the web registration data page)

You can use search screens, queries or reports to determine if the attorney is already if the system. If so, choose the Ignore button. If the attorney is not in the Lawyers table, choose the “Add to Lawyers” button to copy this information to a lawyer form, shown here: Please note that clicking the ignore or add button on the website registration page will remove that entry from the pending status in the search screen.

Enter any additional information required by the organization. Make sure you enter an attorney number (Atnum) for this attorney. This attorney is now in your Lawyers table.

Website Registration

To register to use the website, an attorney must be in your Lawyers table. There are two options available to create a new website registration:

1. the organization manually creates the username and password and provides it to the attorney or
2. the organization provides the attorney number, and first and last name as entered in the system and the attorney uses that to create their own user name and password in the website.

To manually create the website registration for the attorney, open that lawyer’s record. Navigate to the “PBI Portal Registration” tab, shown here In the PBI Portal Registration tab, fill out the information. The username and password must be provided to the attorney. He can then use that information to log on to the system. Ensure there is a password question and answer entered as well. Enter the current date and time into the “Last Activity Date” and “Last Password Changed Date” fields. To approve the attorney to log on to the Portal, check the box next to “Is Approved”. If you want to lock the attorney out of the website, remove the checkmark.

If you want the attorney to create his own website registration (including selecting his own username, password, password question, and password answer), you merely need to provide the attorney with his attorney number from the lawyer record, together with the exact spelling of his first and last name in the system. He will use these to verify his identity in the system and create his own website registration.

With that information, they access the Log In page and use the link “Don’t have a username and password, but have your registration information from us…”, shown here

Once the link is clicked, the registration page appears, as shown here

The Portal uses this information to verify the identity of the attorney—much like a bank might use your social security number, name, and zip code when you register to use the bank’s website. If the Portal successfully verifies the information, it directs the attorney to the registration page where they enter a personalized username and password, as shown here All of the information on the registration page is required.

Once the registration information is entered and accepted by the Portal, the attorney is directed to the main page.