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CommunityCan anyone tell me where we can include an attorney's bar registration/ID number on a card to automatically fill in with the appropriate fields? I see there is a field for this information, but do not know where to fill it in on a matter/card.

Can anyone tell me where we can include an attorney's bar registration/ID number on a card to automatically fill in with the appropriate fields? I see there is a field for this information, but do not know where to fill it in on a matter/card.

Joy Krueger (Customer) asked a question.

Can anyone tell me where we can include an attorney's bar registration/ID number on a card to automatically fill in with the appropriate fields? I see there is a field for this information, but do not know where to fill it in on a matter/card.

  • Thank you for reaching out to us on our community page. On the matter list click on Menu>Settings>Application Settings>Firm>Members. Click on the staff member and you can enter that information on the Additional Details tab.

    • Joy Krueger (Customer)

      Thank you for that answer. Is there no way to include registration numbers for attorneys who are not in our firm, such as opposing counsel on a matter?

      Joy Krueger, Paralegal
      Borden, Steinbauer, Krueger & Knudson, P.A.
      Expand Post
      • Scott Scholl (Customer)

        I agree that it should be a field for the attorney ID for all attorney contacts, but as a work around I have been entering the bar number of other attorneys using the "occupation" field located under the "Other" tab for the attorney contact card.

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Can anyone tell me where we can include an attorney's bar registration/ID number on a card to automatically fill in with the appropriate fields? I see there is a field for this information, but do not know where to fill it in on a matter/card.