# Record a consultation

Record a consultation with its client, deadline and lawyers, the question and the other parties, choose who may see it, or register it straight from a client request of the Requests app.

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 {#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 {#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.](https://jaah.app/web/image/7821-ecacecec/law-consulting-record-record_form-en.png)

4. In **Oppositions**, add the opposing parties; in **Third Parties**, anyone else involved.
5. 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.](https://jaah.app/web/image/7825-801776f4/law-consulting-record-record_privacy-en.png)

6. 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 {#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 {#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 {#faq}

### Why can I not save without a deadline? {#why-is-the-deadline-required}

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? {#why-is-it-not-in-the-list}

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

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- Source: https://jaah.app/docs/law-consulting/record-a-consultation
- Updated: 2026-10-14
- Version: Consultations 19.0.1.0.28
- Verified: 2026-10-13