How to Enter a New Law Firm

Contact Finder – search for the Law Firm, if they are not in the system, select New Company

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 Law Firm does not already have a check beside it, click on it
• Save

Relationships tab:

• Set the filter to Lawyers; click on the + at the bottom of the grid to add a new relationship.
• Enter the Lawyer that is associated with the Law Firm in the contact finder field.
• If there are more than one Lawyer associated with this Law Firm, keep adding lines by using the + button at the bottom of the grid and repeat the second step until all the lawyers for this firm has been added.
• Start date will default to the Current date.
• Save