PBI Web Portal 16 PBI Attorney Interaction

Non-Case Documents

The organization may provide documents to private bar attorneys for their use in practice for the organization or for general use in their practice. These documents appear in the Documents section of the Portal. Access the Documents by clicking on “Documents” in the main menu. The Miscellaneous Documents web page appears with a tree view of the documents available. The tree view allows the organization to categorize documents based on whatever method they desire, as shown in Figure 34.

If a folder has a plus sign (+) next to it, there is something within that folder. Click on the plus sign to open that folder and display its contents. If the attorney wants to open a document, just click on the document. This downloads the document to the attorney’s computer. Depending on the Operating System and web browser, the document may open immediately, or there might be a prompt to save the file for opening once the download is complete.

Account/Profile

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.

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.

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.

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.

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.

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.

Work Summary

Some states require attorneys to track their pro bono work. If his work for the organization qualifies to meet that requirement, the attorney can get a summary of the time spent on cases. Click on the Work Summary menu option to get the Work Summary page, shown in Figure 40.

To use the Work Summary page, the attorney must enter a starting and ending date. For example, if there is a need to know hours for the current CLE year (say July 1, 2015 to June 30, 2016), enter 7/1/2015 into the starting date, and 6/30/2016 into the ending date. Then click Search. Compensated or PBI time (or both) appears, as shown in Figure 41.