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

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