---
title: How to Add a Defense Attorney or Public Defender to a Case
description: How to add a Defense Attorney or Public Defender to a Case
---

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July 3, 2025

# How to Add a Defense Attorney or Public Defender to a Case

## How to Add a Defense Attorney or Public Defender to a Case

<iframe style="width:100%;height:100%;position:absolute;left:0px;top:0px;border-radius: 10px" src="https://embed.app.guidde.com/playbooks/4zd2Z6TS9S8eCxe5KdnkU2" title="How to Add a Defense Attorney or Public Defender to a Case" frameborder="0" referrerpolicy="unsafe-url" allowfullscreen="true" allow="clipboard-write" sandbox="allow-popups allow-popups-to-escape-sandbox allow-scripts allow-forms allow-same-origin allow-presentation"></iframe>

 This tutorial video will instruct users on how to add defense attorneys or public defenders to a case in CivicCase.

### 1. Adding a Public Defender

![Adding a
Public Defender](https://static.guidde.com/v0/qg%2FYUcoM9XOaJeRf6bAnmqnhYKRuGi1%2F4zd2Z6TS9S8eCxe5KdnkU2%2FmdKgJSQRUcbZvyQRr9rrdD_doc.png?alt=media&token=b0a5eaef-c231-4954-9da2-892f58bf6170)

### 2. Locate a case

 After locating a case, begin by clicking on the "change" button located in the defense attorney or public defender field. 

![Locate a case](https://static.guidde.com/v0/qg%2FYUcoM9XOaJeRf6bAnmqnhYKRuGi1%2F4zd2Z6TS9S8eCxe5KdnkU2%2FrZgqBd88z1uCmq4QQxcPkd_doc.png?alt=media&token=4dab1431-86df-43ef-87f9-7286d6549dce)

### 3. Click "CHANGE"

 Click on the "CHANGE" button. 

![Click 'CHANGE'](https://static.guidde.com/v0/qg%2FYUcoM9XOaJeRf6bAnmqnhYKRuGi1%2F4zd2Z6TS9S8eCxe5KdnkU2%2FwTXxQUk75XMR69oo7NoRvq_doc.png?alt=media&token=fa605956-1dc7-4d46-86ad-8a731e54b5d9)

### 4. Select Defense Representation Type

 For Public Defenders choose "Public Defender Appointment" in the defense representation dropdown. 

![Select Defense Representation Type](https://static.guidde.com/v0/qg%2FYUcoM9XOaJeRf6bAnmqnhYKRuGi1%2F4zd2Z6TS9S8eCxe5KdnkU2%2FhP55zjBA2GwQ2DBWsQiaaw_doc.png?alt=media&token=ec388952-1fc4-4e4a-ab9d-74e01fd25ec5)

### 5. Click "add public defender"

 To add a public defender, click the "add public defender" button. This will initiate a public defender organization search. 

![Click 'add public defender'](https://static.guidde.com/v0/qg%2FYUcoM9XOaJeRf6bAnmqnhYKRuGi1%2F4zd2Z6TS9S8eCxe5KdnkU2%2FwnsB3yfNcFnZuUTJFn3gaL_doc.png?alt=media&token=c83b0583-b150-4c92-8b4e-d96cca2a915f)

### 6. Search for a Public Defenders office

 Search terms may vary based on your organizations naming conventions. A typical best practice is to search "public" for any public defender's offices, especially in those instances where multiple public defender offices may exist such as a statewide, or multi-county deployment. It is important to note that this search is conducting an organization search for any Public Defender Offices. It does not search for the names of individuals appointed as a public defender. 

![Search for a Public Defenders office](https://static.guidde.com/v0/qg%2FYUcoM9XOaJeRf6bAnmqnhYKRuGi1%2F4zd2Z6TS9S8eCxe5KdnkU2%2FjNYQ3TbyiWoWKkZ78fSJ16_doc.png?alt=media&token=a14ff946-be86-4b38-84d6-733d2e83c776)

### 7. Click "Search"

 Click on the "Search" button. 

![Click 'Search'](https://static.guidde.com/v0/qg%2FYUcoM9XOaJeRf6bAnmqnhYKRuGi1%2F4zd2Z6TS9S8eCxe5KdnkU2%2FxhqTCUi2emhJrSQwMyf4P2_doc.png?alt=media&token=42a9eee5-f96f-4341-964d-de2749fe0124)

### 8. Select the appropriate Public Defenders Office

 In the search results locate the applicable Public Defender's office 

![Select the appropriate Public Defenders Office](https://static.guidde.com/v0/qg%2FYUcoM9XOaJeRf6bAnmqnhYKRuGi1%2F4zd2Z6TS9S8eCxe5KdnkU2%2F2kYLPkKSMXCCLWqyLaj42g_doc.png?alt=media&token=afd16648-04be-41c0-a0f2-c0ec99614a39)

### 9. Click "Select Organization"

 Choose "select this organization" to add the office to the case 

![Click 'Select Organization'](https://static.guidde.com/v0/qg%2FYUcoM9XOaJeRf6bAnmqnhYKRuGi1%2F4zd2Z6TS9S8eCxe5KdnkU2%2FiQX5aHM969mb2ZmPvS7u2y_doc.png?alt=media&token=ef6c4c2f-517e-4e44-b4db-7882b879dac6)

### 10. Add a Public Defender attorney

 After adding the public defender's office to the case, click "add defense attorney" to locate and add an individual attorney as the appointed public defender. 

![Add a Public Defender attorney](https://static.guidde.com/v0/qg%2FYUcoM9XOaJeRf6bAnmqnhYKRuGi1%2F4zd2Z6TS9S8eCxe5KdnkU2%2F19MuAWcj3MbjWvFYCZ1RpQ_doc.png?alt=media&token=ab495397-36d7-4bb3-9602-62887b09eba3)

### 11. Click "Public Defender - District 2"

 Select the public defenders office. This will provide a filtered list of public defenders associated with that Public Defenders Office. 

![Click 'Public Defender - District 2'](https://static.guidde.com/v0/qg%2FYUcoM9XOaJeRf6bAnmqnhYKRuGi1%2F4zd2Z6TS9S8eCxe5KdnkU2%2FfbATu6AhtmoMTLLRejAodJ_doc.png?alt=media&token=f319a2b7-ce52-46ec-a1eb-45e38c188126)

### 12. Click "select this party"

 Locate the public defender attorney in the list and click "select this party" to add them to the case 

![Click 'select this party'](https://static.guidde.com/v0/qg%2FYUcoM9XOaJeRf6bAnmqnhYKRuGi1%2F4zd2Z6TS9S8eCxe5KdnkU2%2Fer9LwijEnvwFaheswfWbDE_doc.png?alt=media&token=7f855da2-91c7-4472-b4c5-93c1bd9d6be2)

### 13. Click "exit"

 System prompts will confirm that the public defender has been added to the case. Click the exit button to close the defense case parties window 

![Click 'exit'](https://static.guidde.com/v0/qg%2FYUcoM9XOaJeRf6bAnmqnhYKRuGi1%2F4zd2Z6TS9S8eCxe5KdnkU2%2F9De63dHfP8vXsbPzrsx9eM_doc.png?alt=media&token=33a906a0-6e3f-49e4-aaa4-79c626977733)

### 14. Adding a Defense Attorney

![Adding a Defense Attorney](https://static.guidde.com/v0/qg%2FYUcoM9XOaJeRf6bAnmqnhYKRuGi1%2F4zd2Z6TS9S8eCxe5KdnkU2%2FjNbry8bGNRmxnM36Sbgw3c_doc.png?alt=media&token=31e2ca41-6649-4e34-bdb2-1c333ec3c2ed)

### 15. Click "CHANGE"

 To add a defense attorney, the first step is the same. Begin by clicking the change button. 

![Click 'CHANGE'](https://static.guidde.com/v0/qg%2FYUcoM9XOaJeRf6bAnmqnhYKRuGi1%2F4zd2Z6TS9S8eCxe5KdnkU2%2FgMPhgvy9kyXAHB4nFwyvZV_doc.png?alt=media&token=48c8e72e-89fb-4385-8161-4059919aadc8)

### 16. Choose the Defense Representation type

 For defense attorneys choose "retained" in the defense representation dropdown. 

![Choose the Defense Representation type](https://static.guidde.com/v0/qg%2FYUcoM9XOaJeRf6bAnmqnhYKRuGi1%2F4zd2Z6TS9S8eCxe5KdnkU2%2Fo1oNapRagxagtvXdokoiiw_doc.png?alt=media&token=c9219c30-be4d-43fb-b929-c0dce27b1d88)

### 17. Click "add firm"

 Click "add firm" to locate a defense firm. 

![Click 'add firm'](https://static.guidde.com/v0/qg%2FYUcoM9XOaJeRf6bAnmqnhYKRuGi1%2F4zd2Z6TS9S8eCxe5KdnkU2%2F4gTyEv5N7MmwFzr4hmjACk_doc.png?alt=media&token=ccd1b12e-8bab-49a3-adcb-b3669dae78f6)

### 18. Search for a law firm

 Search for the law firm name. Please note that search results may vary depending on how the law firm was originally entered into the system. For example, some law firms may be followed with "attorney at law", whereas other law firms may follow a "law offices of" naming convention. Users can also browse all law firms by clicking the "browse" button in the upper, right-hand corner. 

![Search for a law firm](https://static.guidde.com/v0/qg%2FYUcoM9XOaJeRf6bAnmqnhYKRuGi1%2F4zd2Z6TS9S8eCxe5KdnkU2%2F6Zo5FDDPpzJQYkAHgtfjaD_doc.png?alt=media&token=cb96e943-79dc-4a54-bd95-7cf13646d00e)

### 19. Choose the applicable Law Firm from the Search Results

 Choose the applicable Law Firm from the search results. 

![Choose the applicable Law Firm from the Search Results](https://static.guidde.com/v0/qg%2FYUcoM9XOaJeRf6bAnmqnhYKRuGi1%2F4zd2Z6TS9S8eCxe5KdnkU2%2Fu6Jb5TWZ7LCyhU9Fa9AdGo_doc.png?alt=media&token=67200ef2-5cba-45d1-b8b5-4d75d62b160e)

### 20. Click "Select Organization"

 Click on "Select Organization" to add the law firm to the case. 

![Click 'Select Organization'](https://static.guidde.com/v0/qg%2FYUcoM9XOaJeRf6bAnmqnhYKRuGi1%2F4zd2Z6TS9S8eCxe5KdnkU2%2F8aLbpZDVy1LcGM38R3cxHk_doc.png?alt=media&token=ed8c8966-b07d-4c97-ada9-71f506de405e)

### 21. Add a Defense Attorney

 After adding the Law Firm to the case, click "add defense attorney" to locate and add a defense attorney. 

![Add a Defense Attorney](https://static.guidde.com/v0/qg%2FYUcoM9XOaJeRf6bAnmqnhYKRuGi1%2F4zd2Z6TS9S8eCxe5KdnkU2%2F267E76cxJEQv1JoL72gvGa_doc.png?alt=media&token=3faea614-d01f-400c-939a-a8a5a2551d1d)

### 22. Chose the Law Firm

 Select the Law Firm. This will provide a filtered list of public defenders associated with that Law Firm. 

![Chose the Law Firm](https://static.guidde.com/v0/qg%2FYUcoM9XOaJeRf6bAnmqnhYKRuGi1%2F4zd2Z6TS9S8eCxe5KdnkU2%2FjG2rDE6TdJKxncuLiZS9Wj_doc.png?alt=media&token=2de3fc14-8dad-49cd-acf9-bfbf1c0f46a3)

### 23. Select the correct defense attorney from the Law Firm list

 Locate the defense attorney in the list and click "select this party" to add them to the case 

![Select the correct defense attorney from the Law Firm list](https://static.guidde.com/v0/qg%2FYUcoM9XOaJeRf6bAnmqnhYKRuGi1%2F4zd2Z6TS9S8eCxe5KdnkU2%2FcXVjkmyQnKsAfN2XaJoy1P_doc.png?alt=media&token=d2322ed9-82a0-4ded-a65d-d45e1b86110f)

### 24. Adding a Public Defenders Office or Law Firm to the System

![Adding a Public Defenders Office or Law Firm to the System](https://static.guidde.com/v0/qg%2FYUcoM9XOaJeRf6bAnmqnhYKRuGi1%2F4zd2Z6TS9S8eCxe5KdnkU2%2FjVgeNffNzGGDq23nM2UNrt_doc.png?alt=media&token=6ddc21d5-6f49-4e8b-92a0-3ad8cc2afa2c)

### 25. Click "add public defender"

 To add a public defender's office, begin by clicking the "add public defender" button. Verify that the Public Defender's Office does not already exist in the system by following the Public Defender search steps outlined previously in this tutorial. 

![Click 'add public defender'](https://static.guidde.com/v0/qg%2FYUcoM9XOaJeRf6bAnmqnhYKRuGi1%2F4zd2Z6TS9S8eCxe5KdnkU2%2Fmh3xK3r1iV6fr1wA6JLUd7_doc.png?alt=media&token=e9e30ab7-c7e7-4150-b0b7-7ba03b2796f0)

### 26. Name the new Public Defender office

 Begin by entering the public defender office name. Be sure to use a naming convention consistent with any other public defender offices that may already exist in the system. Once entered, click "Create New". 

![Name the new Public Defender office](https://static.guidde.com/v0/qg%2FYUcoM9XOaJeRf6bAnmqnhYKRuGi1%2F4zd2Z6TS9S8eCxe5KdnkU2%2F6tvU9a2zvroThNnyNRXz4x_doc.png?alt=media&token=fd33b944-7d2f-45aa-a015-937d77543e72)

### 27. Click "create new"

 Click on "create new". 

![Click 'create new'](https://static.guidde.com/v0/qg%2FYUcoM9XOaJeRf6bAnmqnhYKRuGi1%2F4zd2Z6TS9S8eCxe5KdnkU2%2FmbAQDE2Vzo1P8nxhDZ76au_doc.png?alt=media&token=7be31cb8-99bd-4377-8daa-5c50889dc07c)

### 28. Associate the office with a District

 If applicable, associate the public defender's office with a Prosecuting District. 

![Associate the office with a District](https://static.guidde.com/v0/qg%2FYUcoM9XOaJeRf6bAnmqnhYKRuGi1%2F4zd2Z6TS9S8eCxe5KdnkU2%2FcoSD7LA6EL6WkAHGu5fYiG_doc.png?alt=media&token=0e9868c3-a439-4b9f-b394-d3c66f2504c1)

### 29. Click "save"

 Add any additional information to the public defender's office, and then click save to create the new organization record. 

![Click 'save'](https://static.guidde.com/v0/qg%2FYUcoM9XOaJeRf6bAnmqnhYKRuGi1%2F4zd2Z6TS9S8eCxe5KdnkU2%2F6wfKAZT2DtqozQBiUrh7Um_doc.png?alt=media&token=57a8c869-e252-452a-8980-2f6d6c691e36)

### 30. Add the new office to the case

 Click "select organization" to add the new public defender's office to the case. 

![Add the new office to the case](https://static.guidde.com/v0/qg%2FYUcoM9XOaJeRf6bAnmqnhYKRuGi1%2F4zd2Z6TS9S8eCxe5KdnkU2%2F2d4apYhTVmYxrBDL3tcE2u_doc.png?alt=media&token=324ad386-9eb1-4367-a706-fe4d8de947ca)

### 31. Click "add defense attorney"

 Click "add defense attorney" to create a new attorney to add as the appointed public defender. 

![Click 'add defense attorney'](https://static.guidde.com/v0/qg%2FYUcoM9XOaJeRf6bAnmqnhYKRuGi1%2F4zd2Z6TS9S8eCxe5KdnkU2%2FvFHKVwAj9FQkoTVPsxL1vH_doc.png?alt=media&token=57625ec5-f25c-474a-8309-b354acdecfbd)

### 32. Click on the Public Defenders office to add a new Public Defender attorney

 Select the public defenders office. This will provide a filtered list of public defenders associated with that Public Defenders Office. 

![Click on the Public Defenders office to add a new Public Defender attorney](https://static.guidde.com/v0/qg%2FYUcoM9XOaJeRf6bAnmqnhYKRuGi1%2F4zd2Z6TS9S8eCxe5KdnkU2%2FkhhpYhbjHg3c99RM84iZ6m_doc.png?alt=media&token=5eeda7f2-d9b8-4158-a595-e2cddefadfa9)

### 33. Click "Add Person"

 Click the "add person" button to initiate a person search, allowing users to associate an individual with this public defender's office. 

![Click 'Add Person'](https://static.guidde.com/v0/qg%2FYUcoM9XOaJeRf6bAnmqnhYKRuGi1%2F4zd2Z6TS9S8eCxe5KdnkU2%2Fta8KZNobDHRtLeeU2Aij1T_doc.png?alt=media&token=366c3f8d-79b3-445f-874d-3b7a9f06d1bc)

### 34. Look up the new Public Defenders person record

![Look up the new Public Defenders person record](https://static.guidde.com/v0/qg%2FYUcoM9XOaJeRf6bAnmqnhYKRuGi1%2F4zd2Z6TS9S8eCxe5KdnkU2%2F8MzcigQiju1qN9UX25rStB_doc.png?alt=media&token=51db7b65-eb30-48ba-9778-576869dff014)

### 35. Click "Search Person"

 Enter a last name and first name, at a minimum, then click "search person" to look up the person record. 

![Click 'Search Person'](https://static.guidde.com/v0/qg%2FYUcoM9XOaJeRf6bAnmqnhYKRuGi1%2F4zd2Z6TS9S8eCxe5KdnkU2%2FhrQDHnPgwZBP5sh3JcpQy7_doc.png?alt=media&token=ce9b5db5-de85-47b8-ab14-4e80d6c65bca)

### 36. Click "select"

 Locate the correct person in the search results and click "select" 

![Click 'select'](https://static.guidde.com/v0/qg%2FYUcoM9XOaJeRf6bAnmqnhYKRuGi1%2F4zd2Z6TS9S8eCxe5KdnkU2%2FafKtxeXSFQFapZDXDghtAi_doc.png?alt=media&token=92557e78-0631-401f-bc86-ded1964d78fa)

### 37. Populate information about the Public Defender

 Populate the relation type. the title, and the status, then click save. 

![Populate information about the Public Defender](https://static.guidde.com/v0/qg%2FYUcoM9XOaJeRf6bAnmqnhYKRuGi1%2F4zd2Z6TS9S8eCxe5KdnkU2%2F1yaw3sdzkFYDJsnQFFf3rW_doc.png?alt=media&token=4890c137-4677-4663-958e-3ab8abe60606)

### 38. Click "save"

 Click on the "save" button. 

![Click 'save'](https://static.guidde.com/v0/qg%2FYUcoM9XOaJeRf6bAnmqnhYKRuGi1%2F4zd2Z6TS9S8eCxe5KdnkU2%2F5Lqs5Yo8Sf4tJqXGqQhXT8_doc.png?alt=media&token=3927cfa8-3c92-44bc-a2b7-d6f8b7f8a5c5)

### 39. Click "select this party"

 The individual will be added to the new Public Defender's office. Click "select this party" to add the individual public defender to the case. 

![Click 'select this party'](https://static.guidde.com/v0/qg%2FYUcoM9XOaJeRf6bAnmqnhYKRuGi1%2F4zd2Z6TS9S8eCxe5KdnkU2%2Fbk5JVUXNFBY4KcKAUsinZC_doc.png?alt=media&token=84e20a2a-1883-4206-bbdf-03059d3b0049)

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