In order to have your attorney's name appear in the drop-down menu when you are placing your filing orders, you must add your attorney as a user to your One Legal account.
You can also manually enter the attorney's information on this page, but this information will not be saved for future orders. Add your attorney as a user to avoid having to re-enter this information for future orders.
NOTE: Only persons with role of Firm Administrator can add new attorneys to the OL account so that the attorney's name is present on the Attorney drop down menu in the OLP.
To add an attorney as a user to your One Legal account, log in to your account and follow these steps:
Step 1: Click on Account in the top right corner and select My Account from the drop-down.
Step 2: Click Firm Contacts > Add Contact.
Step 3: Enter the details of your new user including contact details, permissions level, and job role. You should see a confirmation message that the user was successfully added.
Select "Attorney" for the user's job role if you plan to select this user as the filing attorney when placing an order. You will be required to enter a Bar Number and the State of Record.
Step 4: The newly added user will then receive an email with an account verification link. They must click the link in that email to verify. Then they will be asked to create a password to complete their registration.
Note: Attorneys must complete this final registration step before they will be available for selection as a filing attorney on your orders. The status for each user will show as "Pending" until the user has verified their account.
To resend the verification email, click the edit icon on the right and click the Resend Invitation button on the bottom of the Contact details page.