To view a constituent's Assigned Solicitor:
  1. Open the individual's constituent record.
  2. Select the Relationship tab.
  3. Click Assigned Solicitor on the left side of the screen. The constituent's Assigned Solicitors will be listed in the right pane.

To view an Assigned Solicitor's solicitees:

1. Open the solicitor constituent record.
2. Click the Details button next to Is a Solicitor field to view solicitees.