Frequently Asked Questions

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104 FAQs matched your search criteria.
  1. An LRS payment was incorrectly entered by staff, how do we correct it?
  2. Attorney Case Status Update
  3. Attorney Portal - How do I update my LRS cases
  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 get an excel sheet of all members who have not yet renewed?
  9. Can I send a Batch of Surveys at one time
  10. Can I send a copy of the LRS referral notice
  11. Case Payment History
  12. Case Update Preferences in Settings
  13. CLE / Experience Panels
  14. Compressed Zip Files
  15. Credit Card Report
  16. Email Rules - How to forward an email automatically.
  17. GL Codes
  18. How do I activate an Indigent Defense Attorney into the Panels
  19. How do I add a Member to a Section or additional Practice Areas
  20. How do I add additional Panels to an LRS member?
  21. How do I add an LRS Membership to an existing Bar Member Account?
  22. How do I charge a Late Payment or a none Settlement Fee
  23. How do I Clone an LRS Case
  24. How do I close a ticket that has been resolved?
  25. How do I configure my Renewal Emails (based on signup date)
  26. How do I create / edit my case status values
  27. How do I create Letter Templates in my LRS module
  28. How do I Print or Export a Map of my LRS Panels
  29. How do I refund an LRS Referral Fee
  30. How do I rotate an LRS Panelist to the top of a panel
  31. How do I search for LRS Cases by an Attorney?
  32. How do I send a Referral Fee Receipt
  33. How do I send a Renewal Reminder?
  34. How do I send an email notice to either the client or the attorney only?
  35. How do I send the Case Status - Disposition request/report to the attorneys?
  36. How do I setup my LRS Fee Schedules
  37. How do I setup my LRS Panel Categories
  38. How do I setup my Membership Categories & Pricing
  39. How do I temporarily suspend an LRS Member from Rotation
  40. How do I use "Communication" Yes / No for LRS Consumers/Clients?
  41. How do we send past due CSR Reports
  42. How do we track what the attorney owes us on a case?
  43. How does "Block LRS Availability" work?
  44. How to process an LRS Payment
  45. How to Record Payments on an LRS Case?
  46. How to review my Electronic Survey Resuts?
  47. How to send your E&O Insurance Reminders
  48. How to transfer a LRS case to a new attorney
  49. How to update cases and pay LRS fees inside my Member Portal?
  50. I am trying to add a new member, but the Firm is not there? How do I add it?
  51. I am trying to enter a new member, but I keep getting Error code, why?
  52. I have a returned paper survey, can I upload the results
  53. If an attorney is changed to Inactive, will they still get emails for sections, committee or groups they where in?
  54. Licensed to Practice in Multiple States
  55. LRS Payments and Referral Fees
  56. LRS - Attorney Case Count
  57. LRS Appointment Times
  58. LRS Appointments Call Back Report
  59. LRS Attorney Custom Settings / Panelist Notes / Block Availability
  60. LRS Case Information
  61. LRS Case Status (Internal controlled by the system)
  62. LRS Cases List
  63. LRS Cases Updated Online by Attorneys
  64. LRS Custom e-mail
  65. LRS Custom e-mail Template
  66. LRS Custom Filters
  67. LRS Documents
  68. LRS Hold
  69. LRS icons - What do they mean
  70. LRS icons - what do they mean?
  71. LRS Panelist Search & Panel Position in Rotation
  72. LRS Payment Option not showing - Why?
  73. LRS Payment Types
  74. LRS Referral Source
  75. LRS Report Builder
  76. LRS Revenue Report
  77. LRS Status Codes - Case List Screen
  78. Maximum Panels
  79. Member List Page
  80. Member Preregistration
  81. Mentorship - How to find the list of attorneys requests for Mentorship
  82. Multiple Office Address (LRS)
  83. My Custom Features & Settings
  84. Panel Change on a Referral issued
  85. Reconciliation Report
  86. Refer to Agency
  87. Referral Fee Waived
  88. Refunds?
  89. Sending LRS communications to assistants
  90. Set Attorney Message Flag
  91. Should I now change the LRS Membership Status to Not Enrolled?
  92. The email address already exists
  93. The line spacing seems wrong in my templates.
  94. What do we use for email if a member does not have one or won't provide it?
  95. What if a member sends the wrong amount? Can we take partial Payments?
  96. What is the "Other Cases" on the LRS Client Screen screen?
  97. What is the Online Request
  98. What size are the name Badges?
  99. Where do I find my LRS statistics.
  100. Who gets the Emails & Custom Message tests ?
  101. Why can I not email the referral to the client?
  102. Why can't an attorney update EO insurance information in their profile online?
  103. Why is an attorney showing up in rotation even though his LRS status is "Waiting for Renewal"?
  104. Will the system allow a member to save login information, such as "Remember Me" option?

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