To query on constituents without any assigned solicitor on their record:
  1. Create a Constituent query (Query A)
  2. On the Criteria tab, select:  Relationships, Assigned Solicitors, Total Assigned Solicitors equals 0
     

To query on constituents without an active assigned solicitor (e.g. the date range for the solicitor does not include today):

  1. Create a Constituent query (Query B) then on the Criteria tab, select:
    Relationships, Assigned Solicitors, Date From less than or equal to [today's date]
    AND (Relationships, Assigned Solicitors, Date To greater than or equal to [today's date]
    OR Relationships, Assigned Solicitors, Date To blank)
  2. Create a Constituent query (Query C) without any filters (e.g. leave the Criteria tab blank)
  3. Merge Query B and Query C with Query C as the Primary, Query B as the Secondary, and SUB as the operator, which creates the final query (Query D).
     

To query on constituents without an active assigned solicitor or without any solicitor:

  1. Follow the steps from both sections above to create Query A and Query D.
  2. Merge the queries with OR as the operator. The order of the queries in the merge does not matter.