Preferences by Attorney

How to Set Attorney Preferences

  • Change preferences for each linked attorney, including:
    • Who receives confirmation emails
    • Who receives transcript email notifications
  • Enter one or more email addresses of persons associated with the selected attorney who should receive by default all confirmations (except final confirmations)
  • Request to use (or not use) a certain court reporter
  • Set certain preferences for communication, scheduling and production (Esquire Summary is now an automatic opt-out).

Selecting Preferences

Select an attorney to whom you are linked.

Select the preferred communications, preferred scheduling, and preferred production for that attorney, then click the Update button at the bottom of the screen.

Contacts Linked to Attorney

Select an attorney whom you are linked to see a list of other contacts who are linked to the attorney.