Help Guide: LRS Administrator Account
Updated: July 1, 2018
How to use this documentation
Use this table of contents to identify a question you have about your LRS administrator account on the Community.lawyer platform. You do not need to read this manual from start to finish.
Note that throughout the manual, references are made to "optional features". These are portal configurations that your network may have elected to implement or not implement. If you notice that some of the images in this manual, look different than your portal, it is likely because your portal configuration is slightly different.
Examples of optional features include: payment processing, self-referral/staff-referral toggle, and the ability to report on the behalf of lawyers.
Table of contents
Getting Started
Lawyer Accounts
- How to create lawyer accounts
- How to review a lawyer's profile info
- How to edit the legal services a lawyer offers
- How to edit the geographic areas a lawyer serves
- How to edit the tags associated with a lawyer's account
- How to add, review, or delete proof of insurance (optional)
- How to disable a lawyer's account
- How to add notes about a lawyer
Lawyer Referrals
- How to view new referrals
- How to make phone & in-person referrals
- How to make re-referrals
- How to toggle between self-referral and staff-review modes (optional)
- How to review pending referrals (optional)
Outside Referrals
Reporting
- How to review reports on a matter
- How to submit reports on a lawyer's behalf (optional)
- How to determine whether a lawyer's reports are due or overdue
- How to submit reports on a lawyer's behalf (optional)
Remittances (optional)
- How to review remittances for a matter
- How to pay remittances on a lawyer's behalf
- How to adjust the balance on a matter
- How to confirm the receipt of check payments
Data
- How to create data visualizations
- How to export portal data
- How to update the 'referral source' options
Don't see your issue? Reach out to us directly and we will get right back to you.
- Phone: (917) 624 - 9926
- Email: [email protected]
- Hours: 9 am to 5 pm, Monday - Friday