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    How-to

    Record a consultation

    Verified on for version 19.0.1.0.28
    Updated Markdown
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    A consultation is a legal question the firm answers in writing, by a deadline. It names the client who asked, the lawyers who answer, the question itself and, when there are any, the opposing parties and third parties.

    Before you start

    • You need the User: Own Documents level or higher on Consulting (in the Legal Rights section of your user).
    • The client exists as a contact, and the lawyers in the lawyers directory.

    Steps

    1. Open Consulting/Consultations and click New.
    2. Fill in Subject, Client, Deadline (required) and Lawyers. When the setting Multi Clients of the legal apps is on, a field for more clients appears next to Client.
    3. Write the question in Inquiry.
    Subject, client, deadline and lawyers; the deadline is required.Subject, client, deadline and lawyers; the deadline is required.
    Subject, client, deadline and lawyers; the deadline is required.
    1. In Oppositions, add the opposing parties; in Third Parties, anyone else involved.
    2. In Other Info, Privacy Visibility decides who sees the consultation (see below). Source shows the request it came from, if any.
    Privacy Visibility decides who sees the consultation; the client on the portal by default.Privacy Visibility decides who sees the consultation; the client on the portal by default.
    Privacy Visibility decides who sees the consultation; the client on the portal by default.
    1. Click the cloud icon Save manually. The consultation gets its number (for example CO/2026/0006) and starts as a Draft.

    Who sees a consultation

    Privacy Visibility Who sees it
    Invited Employees Only the internal users who follow it, usually its lawyers.
    All employees Every internal user of the firm.
    Invited portal users and all employees The client, through the customer portal, and every internal user. This is the default.
    Invited portal users and Invited Employees Only its followers, including the client on the portal: for sensitive matters.

    From a client request

    A question that arrives as a client request becomes a consultation from the request itself: open the request, set Type to Consulting and click Approve. A new consultation opens with the subject, client, lawyers and deadline of the request, and the request number in Source. Save it; the request then shows a Consultations button that opens it.

    FAQ

    Why can I not save without a deadline?

    Every consultation is answered by a date, and that date drives the rest: the consultation turns Late on its own once it passes. Set the date the firm promised the client.

    Why does the list not show a consultation I just created?

    The list opens on My Consultations, the ones where you are a lawyer. Click Remove on the filter, or add yourself to Lawyers.

    Related pages
    How consultations workYour first consultationApprove or reject a consultation

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