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:

Atnum -- the Attorney 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
Volunteer Panel -- noting whether the attorney is on the volunteer panel
Referral Panel -- noting whether the attorney is on the referral panel
First/Mid/Last/Ext -- attorney name

Address Information

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

Firm -- the name of the lawyer's firm
Salutation -- a salutation to use
Title
Address
Gender
Position -- the position held by the person
City
State
Zip code
County
Phone
Fax
Email
1. Send Email
User
Law Firm
SSN
Reduced Fee Panel -- notation of whether lawyer is on the reduced fee panel
Second Language
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
Date on Panel -- date they were added to your panel
How Recruited
Bar Number
Normal Hourly Fee
Cases Owed -- how many cases they have promised to provide
Primary Office -- the office primarily responsible for this lawyer
Automatically Generated Entries
1. Last Activity -- last time entry or case assignment
2. Last Case -- date last case was assigned
3. Cases -- cases assigned
Cases in last 12 months -- cases assigned in last 12 months
Ongoing Case -- notation of whether there is currently an ongoing case
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:

Training Info
Special Needs
Client Complaints -- notation of whether the lawyer has had complaints
About -- text regarding what the complaints were
Number of refusals and Dates
Date Left Panel
How to have clients contact them
Where they will meet clients
Where they will meet opposing parties
What types of cases they will handle
What they will speak on
What Panels they are on
What they consult on
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:

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

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:

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
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)
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
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
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
Communication
1. Send Text
2. Send Email
3. Review Texts
Difficult People
1. Add Client as Difficult Person
2. Search Difficult Person
3. Add Non-Client Difficult Person
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
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/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.