Questions about onboarding? See our new Paladin Onboarding Tools Page!
How do I create new Paladin accounts?
On your Paladin admin dashboard, click on the Team tab and then click "Add Member." Fill out the required fields (name, email address, title, office) and save. The new member will automatically receive an account activation email.
How do I share pro bono opportunities with my users?
Click the box next to any opportunity/ies you'd like to share. Then click the green "Email" button, complete the fields in the pop-up box (office, title, preference), review, and send!
How do I add information to an opportunity?
Click on the title of the opportunity you'd like to edit, and then click the green "Add a Note" button. Type your message into the pop-up box, and save. You can edit or remove the note at any time.
How do I enter pro bono opportunities for my organization?
Click the "New Opportunity" button, complete the form, and select Your Organization (All Offices), or the specific office/s you'd like to share the opportunity with, then publish! You can edit or stop recruiting on an opportunity at any time.
How do I send and accept partnership requests?
In the Partners tab, click on "Add a Partner" and click "Request" on any legal service organizations you'd like to be connected with as a referral partner. You will see pending requests from LSOs in the Partners tab, as well, which you can accept or decline.
What is the weekly digest and how do preferences influence it?
The weekly digest is an email that goes out to all Paladin users on Wednesdays, highlighting an assortment of available pro bono opportunities. If a user has set their pro bono preferences on Paladin, the digest will surface matching opportunities at the top of the email.
How do I review and adjust volunteer statuses?
In the "Interest Expressed" column, click on any opportunity to see the volunteers that have expressed interest in that matter. You can then edit the status of any volunteer or click "Place" to confirm their assignment on the matter.
What do I need to do when a user expresses interest?
When a user at your firm expresses interest in an opportunity on Paladin, you'll be copied on the volunteer introduction email connecting the volunteer and the LSO. This email is designed to put them in contact to discuss background, training, conflicts, and any other preliminary information. Being copied on the email will aid in visibility with the volunteer and ensuring all internal pro bono procedures are being met.
How do I run reports on Paladin?
If you are interested in Paladin's new reporting integration, please email [email protected].
How do I find out about upcoming features, request training, or get tech support?
We strive to keep our clients in the loop on product developments, and we're always available for demos, trainings, tech support, and any other questions. For specific questions or requests, please email [email protected].