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Assign Attorneys to Hearings

Higbee Organization Admins and Organization Users can assign appearing attorneys and designate a main attorney for each hearing.

Before you start​

  • You need org_admin or org_user on the Higbee & Associates vendor.
  • Attorneys should exist in the Attorneys directory (Settings → Attorneys).

Assign attorneys​

  1. Open a hearing from Hearings or a case Hearings tab.
  2. Click Assign attorneys (or open the assignment modal).
  3. Search for attorneys by name.
  4. Select one or more appearing attorneys.
  5. Designate one as the main attorney if required.
  6. Save assignments.

The hearing detail page updates to show assigned counsel.

Set main attorney​

The main attorney is the primary responsible counsel for the hearing.

  1. In the assignment modal or hearing detail, select Set as main for one assigned attorney.
  2. Only one main attorney should be active at a time.
  3. Save changes.

Update assignments​

  1. Reopen Assign attorneys on the same hearing.
  2. Add or remove attorneys as needed.
  3. Change the main attorney designation if counsel changes.
  4. Save.

Who cannot assign​

  • Vendor admins and vendor users
  • Attorney users (assignment-scoped)
  • Case users (clients)

These roles can view assigned attorneys but cannot modify assignments.