Default Attorney

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A default attorney can be specified for a client in the Contacts module. The setting has three specific uses:

  1. Indicate which attorney is responsible for a particular client.
  2. Route an invention disclosure to a particular attorney in the PM Invent feature of AppColl. Click here for more information.
  3. Filter when generating multiple invoices. Click here for more information. 

To specify a default attorney:

  1. Go to the Contacts module.
  2. Select the Client for which you wish to specify a default attorney.

  1. With the client selected, scroll down to the Default Attorney field. Enter the Default Attorney.
  2. Click the Save button.