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Tasks & To-Dos 2 min read Updated: 2026-11-14

External Associates in Tasks & Hearings

When your firm collaborates with local hearing counsel in other jurisdictions, expert witnesses, notaries, or enforcement officers, store them in Other Contacts.

1. Registering an External Associate or Expert

  1. (1) Open Courts & Directory → Other Contacts in the sidebar.
  2. (2) Click + Add in the top-right corner, choose their category (Of Counsel, Expert Witness, Notary, Bailiff), enter contact info, and save.

Directory of experts, notaries, and external counsel

2. Tracking Hearings by Assigned Representative

  1. (1–2) Open Hearings & Case Law → Hearings to switch between upcoming, completed, or all court appearances.
  2. (3) Filter directly by Assigned Counsel, Court, Judge, Case, or date range to coordinate external coverage effortlessly.

Hearings filter view by assigned representative

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