Firm admins and the Firm Account can create agency requests on behalf of the firm, selecting clients from across all team members.
- Open the Firm Console and go to the Town Agencies tab.
- Click New Request on the Outgoing card.
- Select a court location and date.
- Review the suggested clients that match. These are automatically pulled from all firm members who have clients with appearances at that court and date.
- Check the clients you want covered and add any instructions.
- Click Create Request.
The request appears on the Town Agencies marketplace under your firm name. When an external lawyer accepts, each owning lawyer is notified and the helper sees individual lawyer contact details grouped by client.
Tip: Use this when multiple team members have clients at the same court on the same day and you want a single external lawyer to cover all of them.