Sharing resources with your support staff has never been easier! Because Texas Bar Practice licenses cover one attorney and up to three support staff members, we have developed a feature that allows you to share materials without sharing your login information. Link to Lawyer was developed to help lawyers connect their libraries with up to three legal assistants in an easy, secure way. Note: The Link to Lawyer feature only works with lawyer and legal assistant accounts. If you need to change your account type, please contact us via chat, phone, email, or support ticket. Sending a request Step 1: Log into your texasbarpactice.com account. Step 2: Select the “Link to Lawyer” tab in the top menu. Step 3: In the search field, type in the name or email address of the lawyer or legal assistant you wish to connect to. Step 4: When you find your desired user, select “Send Request.” Step 5: When you get confirmation that your request has been sent, wait for the user to accept or deny it. Accepting a request Step 1: Log into your texasbarpractice.com account. Step 2: Select the “Link to Lawyer” tab in the top menu. Step 3: On the …
How do I make a purchase for my organization?
When you set up an organization account, you’re able to purchase and allocate subscriptions for all of your users. Keep in mind that in order to allocate a subscription to several users in your organization, you’ll need to purchase that amount of licenses. For example, in order to allocate a subscription for three users, you’ll need to purchase three licenses. Select the product you want and place it in your cart. Click on the cart symbol at the top of the webpage next to the ‘Pay my Bill’ button. Once you get to the ‘I’d like to purchase for…” page, click on the dropdown and select the organization you’re purchasing for. Click ‘Next’ You’ll then follow through with the normal purchasing process. Now, you’ll be able to allocate the subscriptions to the users of your choosing. Need help allocating your materials? Click here. Need help creating your organization? Click here.
How do I allocate materials to users in my organization?
Once users are added to your organization, you’re able to make purchases on behalf of your organization and allocate them to users as you see fit. If you need help making purchases for your organization, there’s a link to that article at the bottom of this one. To allocate subscriptions: Click ‘Allocate Subscriptions’ at the top of the page. Select the organization that you made the purchases through from the drop-down menu to the left. Select the product that you’d like to allocate from the drop-down menu to the right. Above the users in the orange text, you’ll see how many licenses you have available to allocate to users. You’ll then select which users you’d like to be able to access the products and click ‘Save Changes’. To allocate downloads: Click ‘Allocate Downloads’ at the top of the page. Select the organization that you made the purchases through from the drop-down menu to the left. Select the product that you’d like to allocate from the drop-down menu to the right. Above the users in the orange text, you’ll see how many licenses you have available to allocate to users. You’ll then select which users you’d like to be able to …
How do I join an organization?
Joining an organization allows you to have access to materials that have been purchased for your entire organization. Once you join, the admin will be able to allocate materials and purchase on your behalf. Click ‘Organization’ in the menu. Type the name of the organization you wish to join in the search bar. If the organization has already been created, you’ll click ‘Request to Join’. You’ll then see a page that lets you know that your invitation has been sent. All you have to do now is notify your admin that you’ve sent a request and wait to be added to the organization. For admins: Click ‘Organization’ in the menu. Under ‘Request to Join’ you’ll have the option to accept or deny any users to your organization. Once you accept a user, they’ll be added to your organization. If you decline, the request will go away and the user will not be allowed in your organization. Now, you’ll be able to allocate materials to this user. Need help allocating materials? Click here. Need help creating an organization? Click here.
How do I create an organization?
An organization is designed to help you keep track of all the materials that currently belongs to your organization. Through this, you’re able to make purchases for your entire business and allocate the subscriptions/downloads to certain users. Whoever sets the account up is automatically designated as the Admin which gives them the right to add or remove users, allocate materials, and edit the organization’s information. These following steps are designed to help walk you through the process: Once you’ve logged into your account, click on ‘Organization’. Then, click on ‘Create Organization. Fill out all of the required information, and click ‘Create Organization’ once again. Log out, and log back into your account to apply the new interface. You’ll recognize it once you see the buttons ‘Account’, ‘Allocate Subscription’, and ‘Allocate Downloads’. Need help adding users to your organization? Click here. Need help purchasing for your organization? Click here.
What is the Lawyer Referral and Information Service?
The Lawyer Referral and Information Service fields 5,000-6,000 calls per month and serves 246 counties across Texas. Each call is screened to make sure LRIS is sending qualified referrals to panel members. Panel members agree to provide all LRIS referred callers an initial consultation of 30 minutes for no more than $20, a fee which the lawyer keeps. After that, if you and the client agree to work together, your standard fees apply for the services(s) you provide. On any referral from LRIS that results in a case that generates attorney fees of $500 or more, 10% of the total fees are to be remitted back to LRIS. You must be a member in good standing of the State Bar of Texas, and all members of the LRIS must also carry professional liability insurance for a minimum of $100,000. LRIS does not include the counties of Bexar, Dallas, El Paso, Harris, Jefferson, Nueces, Tarrant, and Travis, as these counties are covered by local referral programs. Find out more about LRIS here.
I have an ethics question. Is there someone I can talk to for advice?
The Chief Disciplinary Counsel’s Office maintains a toll-free Attorney Ethics Helpline from 8:00 am to 5:00 pm, Monday through Friday. This service is for Texas attorneys who have questions about their ethical obligations to clients, courts, and the public under the Texas Disciplinary Rules of Professional Conduct. The Helpline number is (800) 532-3947.
I have a law practice management question, and I don’t see any articles here that answer my question. Is there someone I can talk to?
Of course! You can send an email to the Law Practice Management Program at lpm@texasbar.com, or call us toll free at 1-800-204-2222 ext. 1300. We’ll do our best to answer your question or direct you to someone who can.