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Web:Lawyers

From Prime 16 Online User's Manual

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
  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.

Program Information

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

  1. Special Program Code 1, 2, 3
  2. Last Activity
  3. Last Note
  4. Last Time Entry
  5. Last Calendar Entry Date
  6. Master Case

File:Screen Recording 2020-08-11 at 1.05.54 PM.mov

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. Activities
    1. Time -- add time
    2. View Time -- view associated case time entries
    3. Case Notes -- add or view case notes (including notes from time entries and other locations)
    4. Calendar -- add a calendar item
    5. View Calendar -- view associated case calendar entries
    6. Internal Messages -- send an internal message related to this case
    7. View Legal Advice -- view advice that may be pertinent
  2. Additional Input
    1. Conflicts -- check conflicts; add adverse parties; add client alias; review conflict entries
    2. Other Services
    3. Litigation -- add LSC-required entries for litigation, including type, parties involved, etc.
    4. Trust -- add trust account entries for this case
    5. Family -- add family members associated with this case
    6. Interview -- perform an interview and save responses
    7. Referrals/Handouts -- note the referral or handouts given to the client
    8. Special Programs -- track special items related to this case
    9. Document Tracking -- track documents related to this case
    10. Duplicate -- duplicate the client entry
    11. Contacts -- add and review contacts associated with this case
    12. Project Management -- (not currently implemented)
  3. Printing
    1. Print Client Intake -- print the client intake form
    2. Form Letters -- print a form letter
    3. Print Multiple Selected Items -- choose one or more items and press "Print Selected Items" to create those items
  4. Compliance and Errors
    1. Error Check -- perform an error check on the data entered in the case file
    2. LSC Compliance -- review compliance requirements
    3. Funding Code Check -- automatically determine whether the funding code assigned is appropriate and see what other selections may be better
  5. Related Intake
    1. Eligibility -- review an existing or create a new Eligibility record
    2. Online Intake -- review an Online Intake record (if any)
    3. Callback -- review an existing or create a new Callback record
  6. Communication
    1. Send Text
    2. Send Email
    3. Review Texts
  7. Difficult People
    1. Add Client as Difficult Person
    2. Search Difficult Person
    3. Add Non-Client Difficult Person
  8. Master Case
    1. Open Master Case -- if this case is associated with a master case
    2. Search for Master Cases
    3. Display Members -- if this case is associated with a master case, show all cases associated with it
    4. Make this Case a Master Case
  9. Unlock Record
    1. 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

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/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

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.

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