Skip to content
  • There are no suggestions because the search field is empty.

Adding Custom Roles

Learn how to add and manage case roles in CasePacer to clearly assign responsibilities within a case.

A user with Admin access can add custom roles to a case when needed. Some cases may require more than one Paralegal, Attorney, or specialized roles such as an Intake Specialist or Document Gatherer. Adding roles allows your team to clearly define responsibilities whitin the case. 

    Step-by-Step Guide to Add Custom Roles

    1. Log in to CasePacer using your Admin credentials
    2. Navigate to the Settings
      fullWidthCenter2
    3. Locate the Case Type Settings
    4. Choose the Case Type to which you want to assign custom roles
    5. Select Edit

      fullWidthCenter5

    6. Go to the Roles tab
    7. Select +Case Role to create a new role

      fullWidthCenter6

    8. You can predefine role assignments by designating a Default User for each role. Once set, the Default User will automatically be assigned as the responsible person for that role in a case.

    NOTE: For cases without an assigned user in a Custom Role, the task workflows will default to the Primary Paralegal user for the case. Once the Custom Role is assigned, the tasks will be automatically reassigned to that user.