CLERK | How To Create An Opportunity

Navigate to the  “Opportunities” tab on the side bar. 

Click “New Opportunity”.

Fill in all the necessary information.

Complete the "Contact Details" section with the relevant Firm and Solicitor as well as any other relevant contacts. 

Create the relevant "Opportunity Level" depending on the brief Eg. Kings Counsel, Junior Council. (You can create multiple groups if necessary). 

Select the relevant Barristers you want to put forward. 

If the Barrister has standard rates against their Profile, these rates will appear in the "Billing Rates" section. 

These rates can be deleted or edited by clicking on the ellipses.

You can add an entirely new rate by clicking "Add New" and entering the relevant rate. The rate titled "units" can be used for Daily rates or Half day rates by entering the relevant "Label". 

For the fair allocation of work select the relevant dropdown for "Selection Method" and "Selection Criteria". You also have a Notes section to expand on your reasonings. 

You can add as many Barristers as necessary to this opportunity but clicking "Add another Barrister" or you can add another group by clicking "Add another Group".

Click “Create”. 

The Opportunity you just created will now be at the top of the list in the Opportunities tab. 

Click into the Opportunity and you will be able to add additional information through the “Edit” button as well as  any relevant Documents and Notes through the sub tabs. 

The Opportunity now needs to be either "Accepted" or "Rejected". 

How To Accept/Reject an Opportunity