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Accessing the Counsel Tab

The Counsel tab in the Case contains information about the attorneys associated with the Case.

NOTE: You must have at least Enabled permissions to Case > Counsel Tab.

To access the Counsel Tab, navigate to a Case and select the Counsel tab from the list of tabs on the left. Counsel items can be added, deleted, edited, copied, or moved to other cases.

Select a Counsel entry to view a preview of the item.

Click the arrow icon to open the details view of the selected Counsel item. Click the

to close the preview. Double-click the Counsel item to bypass the preview pane.

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