Assigning Pro Bono Advocates to Cases/Matters

There are multiple ways to assign a pro bono advocate to a case/matter.

Recommend Pro Bono/Other User

* The traditional way to search for and assign a pro bono advocate to a case

* Matches pro bono user profiles against case information to focus the list of possible advocates

* Use this method if you want to track Assignment Attempts

Create Assignment block

* Can be placed on intake and auxiliary forms

* Short and quick if you know the name of the pro bono advocate you want to place the case with

* Can be used instead of, or in addition to, the standard Recommend Pro Bono page

Assign Case page

* Static page that is used to transfer the primary assignment on a case, or make an Additional Assignment

* The Additional Assignments section can include a "Show Pro Bono Users?" checkbox

* The checkbox must be enabled on the Admin > Process Settings page

Assigned during an Organization Assignment

* Pro Bono Tracking block


If you are looking for a way to assign a firm (organization) to a case without assigning a specific pro bono user, the Create Organization Assignment block may be useful.