Audience
Who it is for
Traffic-ticket attorneys, firm staff, and operations teams managing citation-centered case work.
Attorney Access & Onboarding
Attorney Access & Onboarding
Move an attorney from access request or invite into a traffic-ticket workspace with identity, office, billing, coverage, fee mode, CDL acceptance, vacation mode, and agreement details captured.
Available for attorney workspaces with request, invite, and outreach access paths.
Problem
What it fixes
Traffic-ticket work gets harder when the ticket, status, payment, documents, communication, and next action live in separate systems.
How it works
Workflow steps
- Request access
- Accept invited opportunity
- Finish attorney identity
- Enter workspace
- Set states/counties
Access request to workspace
Public request and invite paths route attorneys into the onboarding and login flow.
- Request access
- Accept invited opportunity
- Finish attorney identity
- Enter workspace
Coverage and pricing setup
Coverage and fee choices become operational context for intake, quote review, and case routing.
- Set states/counties
- Choose primary county
- Select fee mode
- Update CDL/vacation availability
Capabilities
What this workflow covers
- Invite-based attorney login and redirect flow.
- Public attorney access request flow.
- Tokenized case outreach response links to accept or decline attorney opportunities.
- Attorney identity and contact details.
- Office address with state and county setup.
- Firm billing profile.
- Coverage states, coverage counties, and primary county.
- CDL acceptance and vacation mode.
- Fee mode for global flat fee, county-specific fees, or quote-required work.
- Attorney agreement review with checkbox acceptance and typed signature.
- Ability to reopen or edit onboarding-derived firm and coverage details.
Traffic-ticket value
Why it matters for citation work
The value is keeping traffic-ticket work organized around the citation and the next case step instead of a generic matter record.
FAQ
Is onboarding available to every user?
Available for attorney workspaces with request, invite, and outreach access paths.
How does onboarding help traffic-ticket work?
Move an attorney from access request or invite into a traffic-ticket workspace with identity, office, billing, coverage, fee mode, CDL acceptance, vacation mode, and agreement details captured.
