Help for Attorneys

Your home page

Your Home Page is the first thing you will see each time you log in to LegalMatch. Use this page to review potential cases, track your Response Messages, and read relevant notices.

Your Home Page Consists of Three Sections:

  • Potential Cases

    This section displays the cases you have not responded to. Potential cases are selected based on the areas of law you selected in your profile. The cases in this section are organized by category. The Number of Cases displays the number of potential cases available in the category. The Number of New Cases displays the number of cases that have been presented in the category since your last login. To review potential cases, click on either of the links described above.

  • My Responses

    This section shows cases you have responded to with a Response Message. To view the case details, click on the Case ID number. To review, modify, or cancel your response, click on the Response ID number.

  • Notices

    This section displays additional information of which you should be aware, such as recent LegalMatch news or technical information which may affect your account.

Your cancelled responses

From your Home Page, click on "My Cancelled Reponses" in the left navigation bar. On this page, you may:

  • Reactivate a case by selecting the new status and clicking on "Update My Changes"
  • Add or edit notes in the private Notes box
Your completed cases

From your Home Page, click on "My Completed Cases" in the left navigation bar. On this page, you may:

  • Re-engage them by selecting the engaged option
  • Request client contact by clicking the "Request client contact information" link (which automatically sends the client an email)
  • Ask for a rating by selecting "Client rating: Request" link (which automatically sends the client an email)
  • Add or edit notes in the private Notes box
  • Enter a numeric value for the case in the Value box
Attorney advertising - state rules

Attorney advertising information on LegalMatch is provided by attorneys themselves or by other clients. LegalMatch is not a referral service and does not make recommendations or endorsements of the use of any attorney's services.

Many states have their own rules regarding attorney advertisements and the information that must accompany them. These rules and regulations are considered to be a part of the advertisement.

You may include additional information in your response that you want the client to consider about you. *Whenever modifying, canceling, or engaging or completing a case, keep in mind your state's rules on attorney advertising.

Case - add a category

If you suspect that a case has been placed within the wrong category, you may add a category to it. From the "Case Details" page, click on the "Add Category" link. A drop-down box will be displayed. Choose the appropriate category and click on the arrow to submit.

Case - details

You may view cases presented by individuals and companies seeking legal representation and respond to the cases that interest you.

As a LegalMatch member, you will receive email notification of new potential cases presented in your state and the practice areas you provide in your LegalMatch Profile. Potential cases also appear on your LegalMatch Home Page. You will then be able to review the detailed information of each case and other attorneys' responses to the case.

What You will See in the Case Description:

The case description provides enough information for you to make an informed response. The case description contains:

  • The client's geographical information and preliminary questions about the legal problem.
  • Answers to questions that you would ask during an initial interview.
  • The client answers specific questions that apply to the case, based on the area of law. These questions vary depending on the legal problem and area of law. These answers help you better assess the client's needs and provide enough information to make an informed response.
  • The case description in the client's own words.

To View a Case:

  • To view case details, click on the Case ID.
  • After reviewing the case, you can respond to any case in which you are interested. The client will compare your response and qualifications with other attorney responses and contact you directly to form a relationship.
Case - determine preferences

LegalMatch determines how to match you with potential cases based on the information in your Attorney Profile. In particular, LegalMatch searches the practice areas that you have selected and the jurisdictions from which you wish to receive cases.

When potential cases match your profile, they are displayed on your personalized Home Page in the Potential Cases window, and LegalMatch notifies you by email. To change the types or locations of cases that are matched with you, contact attorneysupport@legalmatch.com.

Case - fictitious

If you suspect that a case is fictitious or not valid, and the case has no responses, you may flag the case for review by LegalMatch.

If the option to flag a case is available, a link will be displayed next to the Case ID number on the Case Details page (example: "Case ID: C0616836223943 (flag)")

Case - notes

The following pages provide space for you to keep notes on any case:

  • My Active Responses
  • My Engaged Clients
  • My Completed Cases
  • My Cancelled Responses

Click on "View Details/Add Notes" provided within each case listing and include your notes in the box provided. Click on "Update My Changes" to save your entry. These private notes will stay with the case even if you change the case status.

Case - remove/restore

In order to simplify your case list, you may temporarily remove cases that you are not interested in viewing. You will always have the option to restore these cases to your list view, they will not be permanently removed.

To remove a case from the list:

  1. From your Home Page, click to view any of your "Potential Cases" in the center of the page.
  2. On the Potential Cases page, each case will display an option to "Remove Case". Simply select the "Remove Case" box and click on the "Remove Checked Cases" button.

To restore a case to the list:

  1. From your Home Page, find the section titled "Other Views & Actions" within the "Potential Cases" box in the center of the page. Click on "View My Removed Cases"
  2. On your Removed Cases page, each case will display an option to "Restore Case". Simply select the "Restore Case" box and click on the "Restore Checked Cases" button.
Case status - complete

To change case status to "Completed":

  1. From your Home Page, click on "My Engaged Clients" in the left navigation bar.
  2. From your Engaged Clients page, click on "View Details/Add Notes" (underneath "View: Case/Response").
  3. In the details box that appears, you may enter/edit notes and/or change the status of the case.
  4. Click on "Completed".
  5. Click on "Update My Changes" and the case will be transferred to the "My Completed Cases" page.

To return case status from "Completed" to "Engaged":

  1. From your Home Page, click on "My Completed Cases" in the left navigation bar.
  2. From your Completed Cases page, click on "View Details/Add Notes" (underneath "View: Case/Response").
  3. In the details box that appears, you may enter/edit notes and/or change the status of the case.
  4. Click on "Engaged".
  5. Click on "Update My Changes" and the case will be transferred to the "My Engaged Clients" page.
Case status - engage or cancel

You may change the status of any active case by selecting Engage or Cancel from the "My Active Responses" section of the site.

  1. From your Home Page, click on "My Active Responses" in the left navigation bar.
  2. From your Active Responses page, click on "Response" (look for "View: Case/Response").
  3. On the Response details page, look for "Status:", which will indicate the status as Active.
  4. Click on "Change" to bring up a box that allows you to change the status, and select either Engaged or Cancelled.
  5. Click on "Update Status" and the status will now reflect the change you made.
Confidential clients - how to contact

Some clients wish to keep their contact information confidential as they post their case on the LegalMatch system. These clients are designated by the word "Confidential" in place of their name.

Contact with these clients is possible through a mechanism allowing you to send an email message via LegalMatch. This email will provide your contact information as well as request that they reveal their contact information to you.

  1. From your Home Page, click on either "My Engaged Clients" or "My Completed Cases" in the left navigation bar.
  2. Click on "request client contact" (look for "Client: Confidential").
  3. A dialog box will open, stating: "You are about to send an email request to the client requesting their attention. This email will contain your contact information."
  4. Click on "OK" and the email message will automatically be sent.
Email frequency

You may choose between three options as to how often you would like to be notified of new cases by email:

  • Immediate — notification as new cases are presented in your practice area and jurisdiction.
  • Daily — notification of all cases presented in your practice area and jurisdiction.
  • None — no email notification at all.

Regardless of your email notification frequency, all potential cases that match your profile will be displayed on your personalized Home Page.

To change your email notification frequency, click on Contact Information on the left side of your main browser window. Then click on Modify at the bottom of the page, and scroll down to the field Email notification preferences. Make your changes, click on Next, and on the final page, click on Submit.

If you are not receiving email from LegalMatch and believe you should be, verify that your spam filter settings are set to allow receipt of email from LegalMatch.

MembershipPlus

There are some locations where LegalMatch has clients with good cases but no directly matching attorneys. This usually occurs when the population is relatively small and does not generate enough cases within a particular legal specialty. There are also instances where LegalMatch just hasn't found the right attorney for the allocation.

MembershipPlus is a premium program created to address the needs of these potential clients while providing our Member Attorneys with a unique opportunity to increase the number of cases received for review. All Member Attorneys may view the cases available through MembershipPlus from their Home Page, however only those who are active MembershipPlus subscribers may respond to these cases.

Cases qualify for LegalMatch MembershipPlus when they fall within a particular legal specialty and geographic area where our current roster of Member Attorneys do not. Since these cases are unassigned and unmatched, the MembershipPlus program will not affect your existing Member Attorney allocation in any way.

Profile changes

Your Attorney Profile contains detailed information about your professional qualifications, credentials, and experience. In essence, the Profile is your chance as an attorney to introduce yourself to potential clients, to explain who you are, and why you would be a good match for a client. Clients will use the Profile to select an attorney after receiving responses to a case.

In addition, your Profile contains the information that the LegalMatch system uses to match you with potential clients. Pay close attention when selecting practice areas and states, as this will determine the types of cases with which you are matched.

Things to Consider when Modifying a Profile:

The General Picture

LegalMatch encourages potential clients to carefully review Attorney Profiles when selecting an attorney. Thus, the Profile will likely serve as the basis for the client's opinion when considering you as a potential attorney. Consequently, it is important to provide as much information as possible to increase your chances of being selected by a potential client.

While it is important to include your educational and professional experience, it is also important to include other helpful information, such as any languages you speak and specialized degrees or certificates. This way, clients will see your special qualities or skills that may be of extreme importance to them.

Additionally, when you provide pertinent information, you may want to remember to explain to potential clients why such information is important. For example, when listing a company as a representative client, you may want to include that the company you represented is the largest of its kind in your city instead of just listing the company name. This way, a potential client who has not heard of the company will understand the significance of your client.

You may also want to keep in mind that your Profile does not contain your name, firm name, phone number, or any other identification information. However, the client can learn this information by clicking on the "Contact lawyer" link that appears when he or she sees your response.

Category Selection/Areas of Practice

When selecting areas of law that you practice, keep in mind that the more categories you select, the better: by maximizing your professional experience, you are maximizing the number of clients who might select you for assistance with a case in that practice area. However, it is very important not to misrepresent experience in a practice area with which you are not familiar. This will not help clients and may subject you to liability.

Rules of Professional Responsibility/Attorney Advertising

Please remember that your state's rules of professional responsibility regarding attorney advertising may impact what you can include in your Profile. For example, most states prohibit attorneys from guaranteeing or implying a guaranteed outcome.

To Modify your Attorney Profile

Click the My Profile button on the left navigation bar.

The information that you previously entered in your profile will be displayed. If you would like to make changes to the information, scroll to the bottom of the page and click on the "Modify" button. To modify your first name or last name, contact attorneysupport@legalmatch.com. Remember that while information is optional, the more information you provide, the better your chances of being selected by a particular client.

Ratings - ask client to provide rating
  1. From your Home Page, click on either "My Engaged Clients" or "My Completed Cases" in the left navigation bar.
  2. Click on "View Details/Add Notes" provided within each case listing.
  3. Click on "Request" (look for "Client Rating:").
  4. A dialog box will open, stating: "You are about to send an email to the client in order to request a rating."
  5. Click on "OK" and the email message will automatically be sent.
Response - details

Clicking on any link that is labeled "Response" will take you to a new page, displaying the details of the response. Whenever you are on a "Response Details" page, you may change the status of the case by clicking on the "Change" link (look for "Status:"). You may also modify the response by clicking the "Modify my Response" button at the bottom of the page (this option not available for responses on cases that have been removed and/or responses that have been cancelled).

Response - make, modify, withdraw

Make a Response

To respond to a case with a description of your services, review a case and choose the form of your engagement: flat-fee, hourly rate, contingency or structured contingency fee, or any other fee arrangement you structure. When responding, you may also write a message directly to the client.

Things to Consider when Making a Response

Relevant case information

Keep in mind that there may be relevant facts which the client has not disclosed that may affect the case. For example, a client might misinterpret or misunderstand a question on the intake form, or leave out important information when describing the case. Your response should be reasonable in light of the work you will have to perform.

Other responses

A client might receive multiple responses to his or her case. Remember that the lowest-priced attorney is not necessarily the most attractive. Price is likely to be just one factor that a client will consider when choosing his or her attorney. The client will also consider an attorney's LegalMatch profile and other clients' ratings of the attorney.

Attorney advertising rules

You may include additional information in your response that you want the client to consider about you. When including this information, keep in mind your state's rules on attorney advertising.

How to Make a Response

  1. Click on the Make Response button on the Case Details page.
  2. Provide the terms and amount of your proposed engagement.
  3. Provide additional information in your response:
    • Further fee information— specify whether your terms are negotiable or subject to change.
    • Expense information— specify whether and which expenses are included in your response.
    • Response acceptance— specify the terms under which the response can be accepted.
    • Full response description— describe the details of your response to the client.
  4. Click on the Continue button.
  5. Review your response, and if finished, post your response by clicking on the Submit button.

Receiving Contact from Potential Clients

Once you post a response to a client's case, the client will see it on his or her Home Page, along with other attorneys' responses. The client will also receive email notification of your response.

The client will then review all responses, each attorney's LegalMatch Profile, and other client's ratings of the attorney. Once the client decides which attorney or attorneys to contact, he or she uses the attorney's LegalMatch Contact Information to contact the attorney directly.

Modify Your Response

If the client has not yet accepted your terms, you may change the terms of your response. If a client changes anything about a case on which you responded, LegalMatch will send you an email notification that the facts of the case have changed. If you like, you may change the terms of your response to reflect the new or different facts of the client's case or resubmit your response with its original terms.

Things to Consider when Modifying your Response

The Rules of Professional Responsibility in your state may impact your ability to change a response. If the client viewed your response or you initially told the client that your response would be open for a certain period of time, you may be prohibited from modifying your response before that time expires.

Modify your Response

  1. From your Home Page, choose one of the following from the left navigation bar:
    • My Active Responses
    • My Engaged Clients
    • My Cancelled Responses
  2. From any of these pages, click on "Response" (look for "View: Case/Response").
  3. On the Response details page, click on "Modify Response" at the bottom of the page. Note that this option will not appear if the Case has been removed from the system (indicated in red at top right of page).
  4. Continue to the page where your modification needs to occur.

Withdraw your Response

You may be able to withdraw a response you have made on a case. The Rules of Professional Responsibility in your state may impact your ability to withdraw a response. If the client already accepted your terms or you initially told the client that your response would be open for a certain period of time, you may be prohibited from withdrawing your response.

HOW TO Withdraw your Response

  1. From your Home Page, click on your Response ID to view the Response Details.
  2. Click on the Cancel button at the bottom of the page.
  3. On the next page, click on the Submit button.
Response - templates

Response templates can be used to automate some of the routine aspects of creating a Response Message. We suggest that you personalize the Response Message as much as you can, but save blocks of text that are applicable to all similar responses.

To create a response template, select Response Templates from the left navigation bar on your Home Page.

From the My Templates page, you may highlight a template and choose View/Modify Template or Delete Template, or you may simply choose Create Template or Template Instructions.