Frequently Asked Questions

A referral needs a Panel Type or Area of Law change after it's made and a consult/status has been applied.
The case was referred as Regular, attorney has now reporting that it is retained under our Modest Means program.
I would like to change the panel from Regular to Modest Means.


If you will be selecting with the same attorney you should

1. Remove the attorney
2. Select Modest Means or Limited Scope as the Case Type
3. Select same attorney.


Or

1. Continue with Regular as the Case Type and just remove the Panel / Sub Panel
2. Choose a different Area of Law and then select the same attorney


Either works if you want to to avoid making an additional Case Record.
Otherwise consider Cloning a Case