Assigning an Advocate

From PikaDocs

The last step is to click on the “Intake” tab and enter the name of the primary attorney. If there are duplicate intakes, this step needs to be completed for each intake. After selecting the primary attorney using the pull-down menu, click the “Save” button. This will return you to the full intake screen.

Scroll down and click on “Home” on the colored bar at the bottom of the window. This will return you to the Pika Welcome Screen. The newly completed intake will now appear on the Primary Counsel’s “Hold” list. You are ready to repeat the process with a new applicant.

Next: Reviewing a New Intake