"My Counsel" feature in the Litigation Module
The "My Counsel" section within the Litigation Management Module (LMT) is designed to help you efficiently manage and maintain a centralized directory of all your internal and external legal counsels. This section not only ensures streamlined access to lawyer information but also simplifies the process of assigning cases and collaborating with counsels on ongoing legal matters.
Adding a New Lawyer: Access & Permissions
When you add a new lawyer to your My Counsels list, the system automatically creates a free account for that counsel on the platform. This allows the lawyer to access the Litigation Management Module with limited permissions, ensuring data security and role clarity.
By default, the lawyer has access to:
View only the specific cases assigned to them (e.g., if 10–15 cases are assigned, they will see only those under the "My Cases" section)
Update hearing details for those cases
Upload relevant documents
Create tasks related to the cases they are handling
Important Note:
Lawyers cannot perform any actions outside the scope of the assigned cases unless additional permissions are explicitly granted. If you wish to provide broader access or permissions to the counsel, you can do so via the User Access Settings within your account.
Key Functionalities of the "My Counsel" Section
The My Counsel interface is divided into two tabs:
Counsel Directory
My Counsels
1. Counsel Directory
The Counsel Directory tab provides a searchable list of all lawyers registered on the Legistify platform. It serves as a comprehensive directory to discover and onboard new counsels when needed.
Key Features:
View Complete Counsel Profiles:
By clicking on a counsel’s name, you can view their detailed profile, including:Name
Contact details (phone number, email)
Address
Gender
Practice area
Associated courts
Case acts
Number of ongoing and disposed cases
Clients or companies they have been hired by
Action Options: On the right-hand side of each lawyer entry, an Actions dropdown is available with the following options:
See Contact Details:
Allows you to view the counsel's complete contact and professional information.Add to My Counsel:
Clicking this will move the selected lawyer into your My Counsels tab. Once added, they will be available in the dropdown list when assigning lawyers to cases.
Filtering Options:
At the top of the Counsel Directory page, you can filter the list of lawyers using the following options:Hired By: Filter based on which organization or entity hired the counsel.
City/State: Filter lawyers by their location.
Select Court: Filter based on the courts in which the lawyers practice.
All Filters: Provides advanced filtering options, including:
Active/Inactive counsels
Sorting by experience
Number of ongoing or disposed cases
2. My Counsels
The My Counsels tab lists all the lawyers—both internal and external—that your organization has onboarded and added via the Counsel Directory.
This section serves as your personalized lawyer directory, allowing you to:
Assign lawyers to specific cases
View counsel information at a glance
Steps to Add New Counsel in the "My Counsel" Section
Open My Counsel: Select the "My Counsel" option to enter the section where you can manage counsel details.
Select "Add Counsel": Click on the "Add Counsel" button to begin entering new counsel information.
Enter Required Information: Complete the necessary fields, including Lawyer Name, Gender, Contact Details, and Email ID.
Save Information: After entering all relevant details, click "Save Changes" to store the lawyer’s information.
By following these steps, you can effectively manage and access your counsel information within the Litigation Management module, thereby enhancing organizational efficiency and improving overall case management.
Filter
The filter functionality enables users to efficiently sort and locate specific counsels. Users can apply various filters based on criteria such as Lawyer Name, City/State, Court, and All filters (e.g., Active and Inactive lawyers, Sorted by Ongoing and Disposed cases, etc.), simplifying the management and retrieval of counsel information as needed.
Summary
The My Counsel section helps you efficiently manage your network of lawyers, assign cases, and maintain seamless communication within the platform. With built-in filters, profile insights, and role-based access, this section ensures your legal operations are organized, secure, and effective.
If you’re looking to onboard new counsel or manage existing ones, this is your centralized workspace to do so effortlessly.