Managing Law Firm Locations/Departments

1. Navigate to the Administrative Tools.
2. Click on Departments from the Home page.
   
3. To add a new Location/Department for the Law Firm, click on the Add Department button.
4. Enter the Law Firm information and when done, click on the Save button.
   
5. Once the department has been added to the system, you must go to each caseworker profile (Administrative Tools>Users), and make sure the newly added department is enabled for the caseworker(s).
   
6. To edit an existing Location/Department, click Edit, and to delete a location, click Delete. To Re-Assign linked items (cases, client profiles) from one department to another, click Reassign.