To set a Client Manager for a new client when creating a new case, head over to the Main Card, Cases-view, and click on the Create Case button.
The following dialog will appear.
Fill in the required information as you would when creating a new case, then click the Add Case Manager... button.
The following dialog will appear.
Here, you can add as many Case Managers as you want.
Please see the notes below, there is a configuration that can be turned on based on the role selected.
After you are done filling in the information and performing a Conflict of Interest check, click on the Create Case button.
Once the new case has been successfully created, the Case Managers will automatically be set as Client Managers, as shown below.
Notes:
1. The maximum number of responsible Client Managers can be set in Control Panel, Law-firm settings.
2. There is a configuration where during the case creation dialog, any Case Manager(s) with the 'Responsible Lawyer'-role will be added as Client Manager(s). If no Case Manager has the 'Responsible Lawyer'-role set, then all specified Case Manager(s) will be added as Client Manager(s).
Please email support@lex247.com if you wish to have this configuration setup.