Consent to Communicate (CTC) Overview

Consent to Communicate (CTC) manages approval before communicating with vendor partners about a case. The CTC area is in the sidebar as Consent to Communicate.

Who can access CTC

Role	Access
org_admin	Full access — create and review
org_user	Full access — create and review
vendor_admin	Create requests; may have limited review
vendor_user	Create requests
attorney_user	No access — hidden from sidebar

CTC workflow

Create request → Pending review → Accepted or Rejected → Vendor mail (if accepted)

1. Create — Staff submits a CTC request with case and vendor details.
2. Review — Higbee org members accept or reject the request.
3. Vendor mail — After approval, compose and send vendor communication from the CTC record.

Open CTC

1. Click Consent to Communicate in the sidebar.
2. The list shows requests with status filters (pending, accepted, rejected, etc.).

List actions

• Filter by status, vendor, attorney, or date
• Search for specific cases or request IDs
• Open a row to view detail and take action
• Create a new CTC request

Related guides

• Create a CTC Request
• Review CTC Requests
• Vendor Admin Guide