Agency instructions are a structured email sent to the lawyer covering your matters. They include client names, charges, custody status, and your specific instructions for each client.
- Open the accepted request from your My Requests tab.
- Click Send Instructions to open the agency email stepper.
- Work through each client step, filling in custody status, charges, and instructions (all required). The stepper auto-saves your progress as you move between clients.
- Review the summary on the final step and click Send.
The covering lawyer receives the instructions by email and also gets an in-app notification. The email includes a Print Instructions button that opens a printable handover brief they can take to court. You can update and resend instructions at any time if details change.