Assign Local Counsel
First, please review this information:
Client's first name:
Client file number:
Please confirm that the information above is correct:
Please note -
this page is already coded to the Client - editing their name or file number below won't change anything.
If there's an error,
do not continue
Something's not right - please recheck Trello/Airtable.
Next, please assign Local Counsel to review the client's document(s):
This will trigger the following:
1. Create Local Counsel packet and Local Counsel Review URL
2. Email Local Counsel Packet to assigned Local Counsel and insert URL into that email
3. Update Airtable to reflect Local Counsel assignmnt
Local Counsel's name:
Local Counsel's email address:
Date when Local Counsel's review is due:
Date Format: MM slash DD slash YYYY
It'll be due at 2pm CST on this day.
Please type "Confirm" to continue.
This field is for validation purposes and should be left unchanged.
How Our Process Works
Help • FAQs
About Our Law Firm