How do I add/remove an attorney?
You would add or remove an attorney to keep attorney information accurate within the court system. Adding attorneys allows legal representatives to be associated with cases, defendants, or court proceedings, while removing outdated, inactive, or incorrect attorney records helps maintain organized and reliable case data.
Courts use attorney records to support case tracking, scheduling, notices, reporting, and communication with legal counsel involved in court proceedings. Maintaining accurate attorney information also helps ensure proper documentation and efficient case management.
Add an attorney
Create a new record for an attorney.
Do this...
1. Open Connect Court Management > Organization > Attorneys.
2. Click New (CTRL+N).
3. Fill in the attorney properties.
4. Click Save (CTRL+S).
The attorney is saved.
Add an attorney to a case
Use the options on the Case tab in Setup New Cases or Modify Existing Cases to add an attorney to a case. Navigate to the Case tab > Case subtab. At the bottom of the Case subtab you will find the fields for Prosecuting Attorney and Defending Attorney.
Click the menu button to view additional options for the field. A field
level menu shows additional options that are specific to the selected
field.
Change an attorney
The attorney records are stored in Organization > Attorneys. If you need to update the contact information, attorney ID, or type use Organization > Attorney to edit the attorney's record.
Do this...
1. Open Connect Court Management > Organization > Attorneys.
2. Use the Lookup bar to enter an attorney's name. Press Enter.
3. Now, update the attorney record.
4. Click Save (CTRL+S).
The updated record is saved.
Delete an attorney
Warning! Do
not delete attorney records that are linked to cases.Do this...
1. Open Connect Court Management > Organization > Attorneys.
2. Use the Lookup bar to enter an attorney's name. Press Enter.
3. Click Delete (CTRL+D).
The attorney is deleted.
Options
Attorney ID
The attorney ID is the number assigned to the attorney by the state bar. You can also enter another identification number if the state bar number is not available.
Type
The attorney type defines the attorney's responsibilities as defending, prosecuting, or both. The defending attorney represents a defendant during trial. The prosecuting attorney represents the party filing the complaint. While both refers to an attorney who functions as a prosecuting or defending attorney depending on the case.
Note:
Defending attorneys will not be included in the list of Prosecuting Attorneys
and prosecuting attorneys will not be listed in the list of Defending
Attorneys.What is the attorney type?
This attorney represents the defendant. Use Type to select Defending.
This attorney represents the plaintiff. Use Type to select Prosecuting.
This attorney represents the defendant/plaintiff depending on the case. Use Type to select Both.
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