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Setting up your panel

R
Written by Raphael Cardona

At the start of each panel period, you need to set up your panel firms within LegalEye. This includes adding 'Special Arrangments' such as a Relationship Account.

Setting up the Panel Period:

  1. On the left-hand side panel, go to Settings

  2. Click Panel Period

  3. Click + to create a new panel period

  4. Enter the panel period name and validity date

  5. Click the create panel period button

  6. To add law firms that have a Relationship Account, click Add law firms

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