How to Enter a New Lawyer

Contact Finder – search for the Lawyer, if they are not in the system, select New Individual

Contact tab:

• Enter their contact information – name, address, and phone numbers (or verify if they are already in the system).
• Roles – select the Roles menu item, if Lawyer does not already have a check beside it, click on it
• Save

Relationships tab:

• Verify that they don’t already have relationship with a Law Firm.  If not, set the filter to Law Firms; click on the + at the bottom of the grid to add a new relationship.
• Enter the Law Firm the Lawyer is associated with in the contact finder field.
• Start date will default to the Current date.
• Save