Before you begin: Please note that permissions to your access profile may be required to perform the following steps. We invite you to validate your access with your software administrator.
Step 1: Go to the "Person" tab of the general menu.
Step 2 : Click on the icon ''Add a lawyer'' located at the top right of the page.
Step 3 : Enter the name of the lawyer in the search bar and click on ''Search''.
Step 4: Filter as needed to refine the search results.
Step 5: Select the lawer you wish to add and click on the black check mark to confirm.
You will be redirected to the form ''New person of type : "person'' where all the information concerning the lawyer will be automatically filled in.
Step 6: Complete the information, if necessary, and click on the green check mark to save and close.
Results:
A person record for the lawyer is created;
The lawyer will be identified in the list of person by an icon with a toga;
It is possible to add this lawyer as an intervener in your matters;
Via the person record, it is possible to generate a client record, a supplier record and an employee record for this lawyer;
If the lawyer is linked to a firm, he is automatically linked to this firm in the software and a legal person record for this firm will be created at the same time as the lawyer.