CounselLink Answer Center for Clients

Staff

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This article covers the following:

If you're looking to update/edit law firm billing information, see this topic.

Adding Staff to Matters

You can add staff to the matter to grant employees access to view it.

  1. Click the Staff tab on the Matter Overview page.
  2. Click +Add. The Add Staff page displays to include the selected office.
  3. Select the name(s) of the staff to add.
  4. Click Add Staff.

The selected staff members are added to the matter and granted access.

Removing Staff from a Matter

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You can remove staff from a matter if they no longer require access. You may remove only staff members who were previously added to the matter.

You must have the Matter Setup role in order to edit a Staffing List.

  1. Click the Staff tab on the Matter Overview page.
  2. Select the checkbox to the left of the staff member name(s).
  3. Click Remove. A confirmation box displays.
  4. Click Yes, Remove. 

The selected staff is deleted from the staffing list.

Editing the Staffing List on a Matter

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You can activate or deactivate law firm staff assigned to a matter by editing the Staffing List. Active staff members have access to view the matter.

You must have the Matter Setup role in order to edit a Staffing List.

  1. Click the Staff tab on the Matter Overview page.
  2. Select the checkbox next to the law firm you'd like to edit.
  3. Click Edit Staffing List. The Edit Staffing page displays.
  4. In the Group By field, use the drop-down arrow to select an item from the list as appropriate.
  5. Select one or more names from the Name column.
  6. Select Activate or Deactivate.
  7. Click Save.

Approving a Staffing List

If your organization has Staffing List Approval enabled, the law firm will submit a proposed list of staff for the matter. A user with the Staffing List Approval Contact role must review and approve the list before invoice submission can occur.

The assigned approver receives an email notification when a Staffing List is available for review. From there, the approver can access the matter and approve or reject the proposed list.