Legal Team

For Matters

1. Select Matter from the menu bar
2. Click on Add Matter
3. Fill out all relevant fields
4. To add a legal team to the matter, fill out the Team Information section. 

• You can alter this section when you edit a matter

5. Click on Save Matter or Save & Run Conflict Check

For Clients

1. Select Clients from the menu bar
2. Click on Add clients
3. Toggle between Individual and Company to create either
4. Fill out all relevant fields
5. To add a legal team, under the Other Information section fill in the Relationship Manager and Assign To fields

• You can alter this section when you edit a client

6. Click on Save Client or Save & Run Conflict Check

Note: Work Groups can be added from the “+” button under the Legal Team Section on the Client and Matters Dashboard.