Create a CTC Request

Submit a new Consent to Communicate request when vendor communication requires approval.

Create a request

1. Open Consent to Communicate from the sidebar.
2. Click New request or Create CTC.
3. Complete the form:
   • Case — Search and link the relevant case
   • Vendor — Select the vendor partner
   • Attorney — Assign or search responsible attorney
   • Details — Reason for communication, notes, or template fields
4. Review all required fields.
5. Submit the request.

The request enters Pending status until a reviewer acts on it.

Track your request

1. Find the request in the CTC list.
2. Filter by Pending status.
3. Open the row to view current state and reviewer notes.

After approval

When a reviewer accepts the request:

1. Open the approved CTC record.
2. Use Vendor mail to compose communication.
3. Preview the message if preview is available.
4. Send vendor mail through the portal.

If rejected

Reviewers may reject with a reason. Open the CTC record to read rejection notes, correct issues, and submit a new request if appropriate.

See Review CTC Requests.

Tips

• Link the correct case before submitting — case data pre-fills vendor context.
• Include clear notes so reviewers can decide quickly.
• Vendor admins and vendor users typically create requests; Higbee staff review them.