Case Assignment Roles

Case assignment roles describe functional responsibilities on a specific case. They are separate from your portal login role (org_admin, vendor_user, etc.).

Assignment roles are managed on the case User Assignments tab by Organization Admins only.

Available assignment roles

Role	Typical responsibility
Case Manager	Primary case coordinator
Negotiator	Settlement negotiations
Appearing Attorney	Counsel appearing at hearings
Drafting Attorney	Document drafting
E-Filing	Electronic filing tasks
Mail	Correspondence handling
Intake	Intake processing
Hearings	Hearing preparation and scheduling
Supervising Attorney	Oversight of case strategy
Litigation Attorney	Litigation track cases
Negotiations Admin Assistant	Negotiations support
Lead Paralegal	Senior paralegal on case
Intake Team	Intake team handling
Pro Se	Self-represented client handling

Assign someone to a role

1. Open case detail → User Assignments tab.
2. Click Add assignment.
3. Select the assignment role from the list above.
4. Search for the user to assign.
5. Save.

See Case User Assignments.

Multiple assignments

A case can have multiple people assigned to different roles. One person may hold more than one role on the same case when appropriate.

Assignment vs. hearing attorneys

• User Assignments — Functional staff roles on the case (Case Manager, Negotiator, etc.)
• Hearing attorneys — Counsel assigned to a specific hearing date (managed on hearing detail)

See Assign Attorneys to Hearings.

Portal role vs. assignment role

Concept	Example	Managed where
Portal role	org_user, vendor_admin	Settings → Users
Assignment role	Case Manager, Negotiator	Case → User Assignments

A user with portal role org_user might be assigned as Negotiator on one case and Case Manager on another.