/
Home Page (Overview)

Home Page (Overview)

Owned by Brandon Fuller
Last updated: Oct 26, 2022 by Former user (Deleted)Version comment
7 min read

The Attorney Home Page provides quick links to all of the important tasks and information an attorney will need to take advantage of the system.  It is the default page you will see every time you log in. 

There are navigation buttons across the top and down the left side of the home page and an overview of your information is provided within the body of the page.  This layout is designed to present all of the most commonly used attorney tasks in a single, easily viewable, page.

Across the Top

At the very top of the screen are the Home, Contact, Help, Recent, Tasks, Search, and Profile buttons and links.  These are visible on any page as you move through our site.

  1. Home: The home button (a.k.a. the Docketly logo) will always bring you back to your Attorney Home Page. 

  2. Contact: The Contact link will open a window to create a new ticket to send to our Docketly staff for any inquiries or issues you may need addressed.

  3. Help:  This link brings you here: to our Attorney Handbook.  An ever evolving cache of documentation designed to assist you with any issues or questions you may have.

  4. Recent:  This is a drop down menu.  It will show you the last 10 hearings you looked at.  You should be able to click on them if you want to view them again.

  5. Tasks:  Tasks is also a drop down menu. 

     

    • Background Check: This takes you to the form required for us to complete a background check on you.  The check itself will only be run if you cover a hearing in which the client requires it.

    • Today's Docket:  This link pulls together all the hearings you are covering today into one, downloadable, document.  The document contains the cover page and all attachments for each hearing you have.

    • Change Info: This will pull up the original application you submitted to us. You can update and change multiple fields within this section.

    • Snooze for 24 hours and Snooze for 1 week: Selecting either of these from the drop down will snooze your account for the listed time. This action will prevent the notification of new hearings and bundles for the duration of your snooze time. All other communications will still function.

    • Deactivate Account: This option will generate a deactivation ticket for our staff to close your account. Please include a reason for deactivation before selecting "Save" to send the ticket.

  6. Search: The "Search" tool is used to instantly find user information or records that are stored on the Docketly secure server.

    • Entering a hearing Locator code in the search box will bring you directly to that hearing.

    • Searching key words instead of locator codes will bring up potentially related handbook pages.

  7. Profile: This is the final link along the top. It should be your first name (and picture, if you have already set that up). It is a dropdown and will allow you to change basic profile information, your user password, to select email notification for the counties of your choice, and to log out of the Docketly site.

Along the Side

The series of buttons along the left hand side of the home page are always visible on the Attorney Home Page, and can be pulled up if you click on the small green arrow from any other page on the Docketly website.
This is what the primary navigation buttons look like:



And if you are on a page other than your home page and wish to pull up those navigation buttons, you will want to click on this small green arrow. It will be visible beneath the Docketly logo in the upper left hand side of any Docketly page.

  1. Pick Hearings: This button will take you to a screen of available hearings and bundles in the counties you have selected.

    • For more information on finding hearings, please read through the handbook page here: Finding Hearings

  2. File Report: When you click on this it will take you to a list of the hearings you have covered that still require reports.

  3. Appearances: The first of the orange buttons, this will take you to a page that has all your past and future appearances listed. From there you can click on the locator for the hearing, sort information by various fields, and click links to update or edit hearing reports.

  4. Calendar: This pulls up a monthly calendar view of all hearings you have scheduled with us as well as offers options to synch with your own calendar or add your schedule if you will be in another county for a specific period of time.

  5. Community: Did you know Docketly has an online community built and designed just for our network attorneys? This link will take you there for information, support and networking.

  6. Reports: This button will route you to the part of our site that lists all the reports you have Due, any reports that have been Rejected, and all that are Complete.

  7. Compliance: Perhaps one of the most important areas of our site, Compliance is where your documentation is stored. Clicking this button will lead you to an area you can upload things like your Bar Card, Certificate of Good Standing, Malpractice Insurance, etc for our Performance team to review and validate.

    • Please check back here as we update our Compliance documentation: Compliance

  8. Learning: Any new Docketly attorney will need to take LMS courses to be allowed to select and cover hearings. This is one way to access those courses.

  9. Emails: This brings you to a list of all email that have been sent by Docketly to the address we have on file for you. You can click a link to view each one.

  10. Tickets: Similar to Emails, this will bring you to a list of all tickets that have been submitted either by yourself, or sent from Docketly to you.

  11. Users: Each attorney account has the capability of having more than one user. User accounts are categorized as Master, the user/attorney who originally created the account, and Delegate. The information on users associated with your account will be listed here.

    • There are several handbook pages regarding User accounts, the overview is here: Users

  12. Financial: This is where all banking, income, payment and Tax information is stored. It is a drop down featuring those specific buttons.

     

    • Banking: This is where you can set up Electronic Payment.

    • Income: this button moves you to a page that provides records of all completed hearings and includes both itemized and total earnings for the attorney.

    • Payments: Once Docketly sends out a payment to an attorney (either via physical check or ACH) it will be posted on the Payments page.

    • Taxes: Your W-9 information is listed here. You can access it to view and/or update it by click on this button.

  13. More: The More button is also a drop down. It houses several additional pieces of information and parts of the site you may want to explore.

     

    • Account: Shows you what an overview of what your Attorney Account page looks like to our internal Docketly teams

    • Application: This is where your original application is houses. Accessing this will be necessary when adjusting things like your requested county notifications

    • Audit: Audit allows you to submit information regarding the set up of your office. This helps with client requests and, while not mandatory, will provide you with a couple thousand points to increase your standing within our network.

    • Directory: This links you to a listing of our company directory

    • FDCPA: This page will provide you information and a special offer regarding the FDCPA Certification. It is also where you will go to acknowledge that you are already familiar with the FDCPA.

    • Firm: This is an area reserved for those who have more than a single client and/or single attorney account with us.

    • Insights: This will take you to a page where any reports regarding your estimated annual mileage or other records of appearances reside.

    • Integrations: Will show you what software Docketly is currently integrated with and help you set up things like Google Calendar or Dropbox.

    • Points: This will show you the points you have gained or lost over the last 30 days on our network.