Skip to main content

Summer Associate Overview

Everything you need to know about using Flo as a Summer Associate!

Written by Ella Gross

Accessing the Portal

As a summer, you will first need to be added to the program and assigned projects by the Program Owner. The owner will then send you the link to your portal.

From this link, you will need to verify your email:

Once you enter your email, you will be sent a message with a new link to click on. From here, you can view all projects that you have been assigned:

Note that the button to the far right of the search field is a column management tool, which allows you to customize your view:

There are a few permissions that the Admin will have the ability to turn on or off on your behalf when creating this project. These permissions include the ability to create and edit projects, the ability to delete projects, and the ability to self-assign projects. If this setting is enabled from the Admin's side, you may also have the ability to self-assign projects that you are not currently assigned to.

From this view, you may select the "Unassigned Projects" tab and click into the project of interest:

When viewing the project, you can click the Self Assign Project button.

The same can be accomplished from the Unassigned Projects page. To do so, check the box next to the project's name, click the Actions drop-down and then select the Self Assign Project button.

If enabled, you may also have the ability to create new projects. Do so by selecting "Add Project" in the top righthand corner of your program view. From here, you will fill out a few short sections of information about your new project before finalizing it:


Viewing and Managing Projects

You will receive a notification whenever you are assigned a new project. Here is an example of what this will look like:

To view the details of a project within your portal, first click on its name:

Here is a preview of what you will see:

On the side, you will be able to review the project Information:

In the top right hand corner, you will be able to edit this information to add more detail on behalf of the Attorney, as needed:

You may also have more options in this area depending on the permissions that have been set by the Admin that created this project. You may also have the ability to edit this project, delete the project, or unassign yourself from this project.

You can also see if there are any other associates assigned to this project as well:

If applicable, you will be able to upload documents relevant to this project. Note that these will need to be in PDF file format:

Once you click on the Upload Document button, you will be able to customize the display name:

Note that you will still want to name the file itself appropriately as this is what the Program Owner will see should they download the document from their end. If needed, you may delete this document:

As long as you have at least one document selected, you can also download or delete from under the Actions drop-down:

To document your progress, you can update the status of this project:

Note that as soon as you mark a project as complete, the Attorney may receive a notification to leave an evaluation for you.


Evaluations Portal

If you're asked to complete an evaluation, you can access it directly through the Self Evaluation tab in your Summer Portal.

Here’s what you’ll see on that page:

  • Evaluation Name

  • Status – This will show as either Pending or Complete

  • Requested Date/Time – When the evaluation was assigned

  • Completed Date/Time – Will appear once you've submitted the evaluation

To begin, click the Submit Feedback button next to the evaluation. This will open the form for you to complete.

Important: Once you submit the evaluation, you will not be able to make any edits. Be sure to review your responses before submitting.

Did this answer your question?