Frequently Asked Questions

LRS Module



Further Articles

  1. A LRS panelist is not receiving their Monthly Case status report, Why?  
  2. An LRS payment was incorrectly entered by staff, how do we correct it?  
  3. Attorney Case Status Update  
  4. Batch Suspension  
  5. Blocking Self Referrals  
  6. Call Transfer - What is it?  
  7. Can I "Batch Close" my old LRS Cases?  
  8. Can I send a Batch of Surveys at one time  
  9. Can I send a copy of the LRS referral notice  
  10. Case Payment History  
  11. Case Payments Shopping Cart  
  12. Case Update Preferences in Settings  
  13. CLE / Experience Panels  
  14. Compressed Zip Files  
  15. Email Rules - How to forward an email automatically.  
  16. Excel Workbooks may not open after installing MS16-088  
  17. How do I add additional Panels to an LRS member?  
  18. How do I add an LRS Membership to an existing Bar Member Account?  
  19. How do I charge a Late Payment or a none Settlement Fee  
  20. How do I Clone an LRS Case  
  21. How do I create / edit my case status values  
  22. How do I create Letter Templates in my LRS module  
  23. How do I Print or Export a Map of my LRS Panels  
  24. How do I refund an LRS Referral Fee  
  25. How do I rotate an LRS Panelist to the top of a panel  
  26. How do I search for LRS Cases by an Attorney?  
  27. How do I send a Referral Fee Receipt  
  28. How do I send an email notice to either the client or the attorney only?  
  29. How do I send the Case Status - Disposition request/report to the attorneys?  
  30. How do I setup my LRS Fee Schedules  
  31. How do I setup my LRS Panel Categories  
  32. How do I temporarily suspend an LRS Member from Rotation  
  33. How do I use "Communication" Yes / No for LRS Consumers/Clients?  
  34. How do we send past due CSR Reports  
  35. How do we track what the attorney owes us on a case?  
  36. How does "Block LRS Availability" work?  
  37. How to process an LRS Payment  
  38. How to Record Payments on an LRS Case?  
  39. How to review my Electronic Survey Resuts?  
  40. How to send your E&O Insurance Reminders  
  41. How to transfer a LRS case to a new attorney  
  42. How to update cases and pay LRS fees inside my Member Portal?  
  43. I have a returned paper survey, can I upload the results  
  44. Licensed to Practice in Multiple States  
  45. LRS Payments and Referral Fees  
  46. LRS - Attorney Case Count  
  47. LRS Appointment Times  
  48. LRS Appointments Call Back Report  
  49. LRS Attorney Custom Settings / Panelist Notes / Block Availability  
  50. LRS Case Information  
  51. LRS Case Status (Internal controlled by the system)  
  52. LRS Cases List  
  53. LRS Cases Updated Online by Attorneys  
  54. LRS Custom e-mail  
  55. LRS Custom e-mail Template  
  56. LRS Custom Filters  
  57. LRS Documents  
  58. LRS Hold  
  59. LRS icons - What do they mean  
  60. LRS icons - what do they mean?  
  61. LRS Membership Top Panels / Sub Panels Report  
  62. LRS Panelist Search & Panel Position in Rotation  
  63. LRS Payment Option not showing - Why?  
  64. LRS Payment Types  
  65. LRS Referral Source  
  66. LRS Report Builder  
  67. LRS Revenue Report  
  68. LRS Status Codes - Case List Screen  
  69. Maximum Panels  
  70. Member Preregistration  
  71. Model Supreme Court Rules Governing  Lawyer Referral & Information Service  
  72. Multiple Office Address (LRS)  
  73. My Custom Features & Settings  
  74. Panel Change on a Referral issued  
  75. Reconciliation Report  
  76. Refer to Agency  
  77. Referral Fee Waived  
  78. Sample of an LRS Professinal Bio  
  79. Sending LRS communications to assistants  
  80. Set Attorney Message Flag  
  81. Sharing the LRS Survey  
  82. Should I now change the LRS Membership Status to Not Enrolled?  
  83. Top (Group) Panels Report  
  84. What is the "Other Cases" on the LRS Client Screen screen?  
  85. What is the Online Request  
  86. Where do I find my LRS statistics.  
  87. Why can I not email the referral to the client?  
  88. Why can't an attorney update EO insurance information in their profile online?  
  89. Why is an attorney showing up in rotation even though his LRS status is "Waiting for Renewal"?  

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