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Web:Lawyers: Difference between revisions

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The first section holds:
The first section holds:


#Date Open
#Atnum -- the Attorney Number
#Case Number
#On Panel -- noting whether the attorney is active on the panel; removing the checkmark may remove the attorney from some dropdown lists as they would no longer be on panel
#Critical Date
#Volunteer Panel -- noting whether the attorney is on the volunteer panel
#Reason for Critical Date Entry (R)
#Referral Panel -- noting whether the attorney is on the referral panel
#Intake Type
#First/Mid/Last/Ext -- attorney name
#Case Type -- various selections may show additional fields:
##Rejected -- Reason Rejected
##PBI -- Volunteer Lawyer Assignment
#Title
#Client Name


[[File:Screen Recording 2020-08-11 at 12.20.50 PM.mov]]
[[File:Screen Shot 2020-08-12 at 12.31.29 PM.png|200px]]


===Client Information===
===Address Information===


The second section holds information about the client.  This section contains the following items:
The second section holds information about the attorney.  This section contains the following items:


# Non-adverse Spouse Name
#Firm -- the name of the lawyer's firm
# Address and whether it can be considered safe
#Salutation -- a salutation to use
# Zip Code (pressing the City/State button will enter the City, State, and County based on the zip code)
#Title
# Living Arrangements
#Address
#Gender
#Position -- the position held by the person
#City
#City
#State
#State
#Zip code
#County
#County
#Legal Issue County
#Phone
#Phone and whether safe
#Fax
#Work Number and whether safe
#Email
#Cell Number and whether safe and okay to text
##Send Email
#Phone comments
#User
#Notation for no phone
#Law Firm -- select from law firms entered
#Safe Email Address
#SSN
#Internet Access
#Reduced Fee Panel -- notation of whether lawyer is on the reduced fee panel
 
#Second Language
[[File:Screen Recording 2020-08-11 at 12.25.57 PM.mov]]
#Available After -- a date after which the lawyer will again be available to the organization
 
#Date on Bar -- date they were admitted to the bar
===Case Problem===
#Date on Panel -- date they were added to your panel
 
#How Recruited
The third section holds information about the legal problem in the case.  This section contains the following items:
#Bar Number
 
#Normal Hourly Fee
#Problem Code
#Cases Owed -- how many cases they have promised to provide
#Special Problem Code -- breakdown of the main problem code
#Primary Office -- the office primarily responsible for this lawyer
#National Index Code -- LSC indicated problem code
#Automatically Generated Entries
 
##Last Activity -- last time entry or case assignment
[[File:Screen Recording 2020-08-11 at 12.30.34 PM.mov]]
##Last Case -- date last case was assigned
 
##Cases -- cases assigned
===Demographics===
#Cases in last 12 months -- cases assigned in last 12 months
 
#Ongoing Case -- notation of whether there is currently an ongoing case
The fourth section holds demographic information about the applicant.  This section contains the following items:
#Hours -- hours entered for lawyer


# Social Security Number
[[File:Screen Shot 2020-08-12 at 12.35.50 PM.png|200px]]
# Birthdate
#Age
#Current Age -- this is figured by the system automatically after saving
#Gender
#Race
#Race 2 -- a second race category
#Hispanic
#Citizenship Verified
#Status -- Citizenship status
#Language
#Speak English -- how well they speak English
#Interpreter -- whether an interpreter is necessary
#Marital Status
#Number of Adults
#Number Children
#People helped in this case -- defaults to Adults + Children
#Veteran in Household
#Veteran -- which branch is represented
#Disabled
#Income Source
#Total Monthly Income


[[File:Screen Recording 2020-08-11 at 12.36.02 PM.mov]]
===Cases===
The third section holds information about the cases to which the lawyer has been assigned. You can click on a case number to see the case.


[[File:Screen Shot 2020-08-12 at 12.48.07 PM.png|200px]]


===Assignment===
===Training===


The fifth section holds assignment information.  This section contains the following items:
The fourth section holds training and meeting information.  This section contains the following items:


#LSC Eligible -- whether the Lawyers situation and case are LSC Eligible
# Training Info
#Priority/Emergency -- whether there is a priority or emergency in this case
#Special Needs
#Referred By -- what agency referred the client
#Client Complaints -- notation of whether the lawyer has had complaints
#Know about -- how the client came to know about your services
#About -- text regarding what the complaints were
#Office -- which office is assigned to handle this case
#Number of refusals and Dates
#Unit -- which unit (if any) is assigned to handle this case
#Date Left Panel
#Clinic -- what clinic handles this case
#How to have clients contact them
#Advocate -- the primary staff person responsible for this case
#Where they will meet clients
#Cocounsel -- a secondary staff person responsible for this case
#Where they will meet opposing parties
#Intake Worker -- the person who gathered information on this client and case
#What types of cases they will handle
#Funds -- the funds used to provide services
#What they will speak on
#Per cent -- the percentage used in this case
#What Panels they are on
#Funds 2 -- a second fund used to provide services
#What they consult on
#Per cent 2 -- the percentage used in this case of the second fund
#Miscellaneous entries for tracking


[[File:Screen Recording 2020-08-11 at 1.02.36 PM.mov]]
[[File:Screen Shot 2020-08-12 at 1.16.53 PM.png|200px]]


===Program Information===
===Notes===


The sixth section holds program information. This section contains the following items:
The fifth section holds notes.


#Special Program Code 1, 2, 3
Press the "Date Notes" button to add the date and staff number, then click in the note box to enter notes.
#Last Activity
#Last Note
#Last Time Entry
#Last Calendar Entry Date
#Master Case


[[File:Screen Recording 2020-08-11 at 1.05.54 PM.mov]]
Use the Lawyers Canned Notes dropdown to select a canned note to enter.


===Closure===
[[File:Screen Shot 2020-08-12 at 1.18.51 PM.png|200px]]


The seventh section holds closure information.  This section contains the following items:
===PBI Website Settings===


#Reviewed and Ok'd for closure
The sixth section holds PBI Website Settings.  These settings are used by the lawyer when interacting with the PBI Web Portal.  This section contains the following items:
#Total hours
#Outcomes
#Reason Closed
#Date Closed
#Case Result
#CSR Reportable
#Deselect
#Proof of Representation
#Expense
#Attorney Fees
#File Destroy Date
#Checkboxes to track various other items:
##Major
##Group
##Good Story
##Impact
##Contested
##Class Action
##Unduplicated Service
##Fee Generating
##Followup
##Packet Given Out
##Domestic Violence


[[File:Screen Recording 2020-08-11 at 1.10.35 PM.mov]]
#Username -- username to be used by the lawyer when logging in to the PBI Web Portal
#Password Question and Password Answer -- for use when resetting their password on the Portal
#Password -- the password to be used by the lawyer when logging in to the PBI Web Portal
#Last Activity Date -- the last date the lawyer changed information on the portal
#Is Approved -- whether approved to use the Portal; remove the checkmark to prevent their logging in
#Last Password Changed Date -- the date the password was last changed by the lawyer on the Portal
#Is Locked Out -- marked by the Portal when they've attempted (unsuccessfully) to log on to the Portal too many times
#Application Name -- name used by the Portal
#Operator Stamp and Date Time Stamp -- fields used by the system to indicate whether someone is actively editing the lawyer record


==Use of the Form==
==Use of the Form==
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The context menu has additional items available that relate to the entry, including:
The context menu has additional items available that relate to the entry, including:


# Activities
# Associated Records
##Time -- add time
##Contacts -- allows you to keep track of contacts with the lawyer, including calls, acceptance or refusal of cases, and other contact you may have with them
##View Time -- view associated case time entries
##Counties -- note the counties the lawyer will accept cases in; this helps when assigning cases in various counties
##Case Notes -- add or view case notes (including notes from time entries and other locations)
##Subjects -- note the subjects (the problem type of cases) the lawyer will accept; this helps when assigning cases of various types
##Calendar -- add a calendar item
##View Calendar -- view associated case calendar entries
##Internal Messages -- send an internal message related to this case
##View Legal Advice -- view advice that may be pertinent
#Additional Input
##Conflicts -- check conflicts; add adverse parties; add client alias; review conflict entries
##Other Services
##Litigation -- add LSC-required entries for litigation, including type, parties involved, etc.
##Trust -- add trust account entries for this case
##Family -- add family members associated with this case
##Interview -- perform an interview and save responses
##Referrals/Handouts -- note the referral or handouts given to the client
##Special Programs -- track special items related to this case
##Document Tracking -- track documents related to this case
##Duplicate -- duplicate the client entry
##Contacts -- add and review contacts associated with this case
##Project Management -- (not currently implemented)
#Printing
##Print Client Intake -- print the client intake form
##Form Letters -- print a form letter
##Print Multiple Selected Items -- choose one or more items and press "Print Selected Items" to create those items
#Compliance and Errors
##Error Check -- perform an error check on the data entered in the case file
##LSC Compliance -- review compliance requirements
##Funding Code Check -- automatically determine whether the funding code assigned is appropriate and see what other selections may be better
#Related Intake
##Eligibility -- review an existing or create a new Eligibility record
##Online Intake -- review an Online Intake record (if any)
##Callback -- review an existing or create a new Callback record
#Communication
##Send Text
##Send Email
##Review Texts
#Difficult People
##Add Client as Difficult Person
##Search Difficult Person
##Add Non-Client Difficult Person
#Master Case
##Open Master Case -- if this case is associated with a master case
##Search for Master Cases
##Display Members -- if this case is associated with a master case, show all cases associated with it
##Make this Case a Master Case
#Unlock Record
##Unlock Record -- if another person was using this record and left it open, the record may be locked to editing; if you are sure it is safe to unlock it, you can unlock it for your use by clicking this button; a warning is shown that loss of data may occur if it isn't safe to unlock it when in use by another


===Save/Stay and Save/Close===
===Save/Stay and Save/Close===


The Save/Stay button will save the record and stay in it.  This will allow you to continue to edit the record or add associated entries using the Context menu (such as call from caller, and calls to caller).
The Save/Stay button will save the record and stay in it.  This will allow you to continue to edit the record or add associated entries using the Context menu (such as call from caller, and calls to caller).
The Save/Add New button will save the record and then go to a new add screen to allow you to enter a new Lawyer record.


The Save/Close button will save the record and then close to the Main Menu/Home Screen.
The Save/Close button will save the record and then close to the Main Menu/Home Screen.
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==Relationship to Other Records==
==Relationship to Other Records==


Using selections in the Content Menu, you can create associated records, including Callback, Eligibility, Conflict, Internal Messages, Time, Calendar, Difficult Person, and Other Services.  In many instances where the associated record has the same information (e.g., name, telephone number), that information is automatically transferred to the new record.
Lawyer records may be used in relation to various other records, including (but not limited to) Client PBI Assignment, PBI Time records, Other Services, etc.

Latest revision as of 18:29, 12 August 2020

Lawyers

The Lawyers record tracks volunteer lawyer information.

Add

To Add a new record, from the Main Menu, choose Add-->PBI-->Lawyers.

Edit

To Edit an existing record, from the Main Menu, choose Search-->PBI-->Lawyers. Use the search screen to find the appropriate entry and open it.

General Entry

Heading

The first section holds:

  1. Atnum -- the Attorney Number
  2. On Panel -- noting whether the attorney is active on the panel; removing the checkmark may remove the attorney from some dropdown lists as they would no longer be on panel
  3. Volunteer Panel -- noting whether the attorney is on the volunteer panel
  4. Referral Panel -- noting whether the attorney is on the referral panel
  5. First/Mid/Last/Ext -- attorney name

Address Information

The second section holds information about the attorney. This section contains the following items:

  1. Firm -- the name of the lawyer's firm
  2. Salutation -- a salutation to use
  3. Title
  4. Address
  5. Gender
  6. Position -- the position held by the person
  7. City
  8. State
  9. Zip code
  10. County
  11. Phone
  12. Fax
  13. Email
    1. Send Email
  14. User
  15. Law Firm -- select from law firms entered
  16. SSN
  17. Reduced Fee Panel -- notation of whether lawyer is on the reduced fee panel
  18. Second Language
  19. Available After -- a date after which the lawyer will again be available to the organization
  20. Date on Bar -- date they were admitted to the bar
  21. Date on Panel -- date they were added to your panel
  22. How Recruited
  23. Bar Number
  24. Normal Hourly Fee
  25. Cases Owed -- how many cases they have promised to provide
  26. Primary Office -- the office primarily responsible for this lawyer
  27. Automatically Generated Entries
    1. Last Activity -- last time entry or case assignment
    2. Last Case -- date last case was assigned
    3. Cases -- cases assigned
  28. Cases in last 12 months -- cases assigned in last 12 months
  29. Ongoing Case -- notation of whether there is currently an ongoing case
  30. Hours -- hours entered for lawyer

Cases

The third section holds information about the cases to which the lawyer has been assigned. You can click on a case number to see the case.

Training

The fourth section holds training and meeting information. This section contains the following items:

  1. Training Info
  2. Special Needs
  3. Client Complaints -- notation of whether the lawyer has had complaints
  4. About -- text regarding what the complaints were
  5. Number of refusals and Dates
  6. Date Left Panel
  7. How to have clients contact them
  8. Where they will meet clients
  9. Where they will meet opposing parties
  10. What types of cases they will handle
  11. What they will speak on
  12. What Panels they are on
  13. What they consult on
  14. Miscellaneous entries for tracking

Notes

The fifth section holds notes.

Press the "Date Notes" button to add the date and staff number, then click in the note box to enter notes.

Use the Lawyers Canned Notes dropdown to select a canned note to enter.

PBI Website Settings

The sixth section holds PBI Website Settings. These settings are used by the lawyer when interacting with the PBI Web Portal. This section contains the following items:

  1. Username -- username to be used by the lawyer when logging in to the PBI Web Portal
  2. Password Question and Password Answer -- for use when resetting their password on the Portal
  3. Password -- the password to be used by the lawyer when logging in to the PBI Web Portal
  4. Last Activity Date -- the last date the lawyer changed information on the portal
  5. Is Approved -- whether approved to use the Portal; remove the checkmark to prevent their logging in
  6. Last Password Changed Date -- the date the password was last changed by the lawyer on the Portal
  7. Is Locked Out -- marked by the Portal when they've attempted (unsuccessfully) to log on to the Portal too many times
  8. Application Name -- name used by the Portal
  9. Operator Stamp and Date Time Stamp -- fields used by the system to indicate whether someone is actively editing the lawyer record

Use of the Form

Expanding/Collapsing Sections

Sections (other than the top section) may be expanded or collapsed to display or hide the information within those sections. This can help with viewing the screen.

To expand a collapsed section, click on its header. To collapse an expanded section, click on its header. Multiple sections can be expanded at the same time.

Context menu

The context menu is accessed by clicking on the Context Menu icon at the top left of the record.

The context menu is shown to the left. The items shown in a context menu will change depending on many factors, including whether the current record is saved.

The context menu has additional items available that relate to the entry, including:

  1. Associated Records
    1. Contacts -- allows you to keep track of contacts with the lawyer, including calls, acceptance or refusal of cases, and other contact you may have with them
    2. Counties -- note the counties the lawyer will accept cases in; this helps when assigning cases in various counties
    3. Subjects -- note the subjects (the problem type of cases) the lawyer will accept; this helps when assigning cases of various types

Save/Stay and Save/Close

The Save/Stay button will save the record and stay in it. This will allow you to continue to edit the record or add associated entries using the Context menu (such as call from caller, and calls to caller).

The Save/Add New button will save the record and then go to a new add screen to allow you to enter a new Lawyer record.

The Save/Close button will save the record and then close to the Main Menu/Home Screen.

If an error is encountered in the save, a message should appear at the top of the form in red notifying you of the problem. You may also receive another warning about errors in the case and asking whether you want to continue on in spite of those errors. Some errors (those shown in red at the top) you cannot avoid.

Relationship to Other Records

Lawyer records may be used in relation to various other records, including (but not limited to) Client PBI Assignment, PBI Time records, Other Services, etc.

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