When you accept an agency request, you can print a handover brief that summarises everything you need at court: client names, charges, instructions, custody status, and a checklist.
- Open the accepted request from your Helping or Completed tab.
- Click the request to load it in the preview panel.
- Click the three-dot (More actions) menu in the top-right of the panel and choose Print Instructions.
- Choose your layout: Full Page (one client per page) or Compact (multiple clients per page in a grid).
- Click Print or use Ctrl+P / Cmd+P to print or save as PDF.
You can also open the brief directly from the Print Instructions button in the agency email you received.
Tip: Use Compact mode for simple mentions with multiple clients at the same court, and Full Page mode for matters with detailed instructions.