How do I allocate or delete an assistant for a lawyer?

Modified on Mon, 10 Feb at 2:46 PM

Go to:

  • Configure Settify
  • Select ‘Your team’
  • Find the Assistant/Admin support person you wish to assign as assiting the lawyer OR create a new a new staff member if they are not listed by selecting

  • When you have the assistants profile, go into ‘edit’ on the left of their profile
  • Scroll to the bottom of that profie, to where it says ‘assists’
  • You can then choose to delete a lawyer that person assists OR + add another lawyer to support (see below)
  • Click on ‘+add another lawyer to support’ to bring up the dropdown menu of lawyers to select from (see below) 
  • When you have added the new lawyer to be assisted, ensure you select ‘SAVE CHANGES’ to ensure the update takes effect (see below)

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