When an external lawyer requests agency work from your firm (rather than a specific member), the request lands in your firm’s Town Agencies inbox for allocation.
- Open the Firm Console and click the Town Agencies tab.
- Find the request in the Awaiting Allocation card on the left column.
- Click Allocate on the request to open the allocation drawer.
- Select a team member from the list. Members who are already at the same court are shown first.
- Click Allocate to assign the request.
The assigned member receives a notification and the request moves to the Recently Allocated section. If a request sits unallocated for more than 2 hours, the firm owner and admins receive an escalation notification.
Note: Only firm owners, co-owners, admins, and the Firm Account can view the inbox and allocate requests.