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In App4Legal, you can easily and efficiently manage your companies. First, you have to add companies to your database. You do that quickly from the add New button in the main menu or from the companies module by clicking on the plus sign on the top right side of the screen.
There are 3 required fields:
Name: Full legal name of the company
Short NameNickname: That's easier to catch
Category: The relationship between this Company and the Law Firm/Legal Department. A standard list of values is available, including Client, Opponent, Partner and so on.
Other fields are optional; however, you can fill out these fields to make it easier to generate reports at a later stage. Optional fields include Sub-Category, Company legal type, Company group, Address & Company contact information, etc.
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Now you have added your companies, and you can now manage all the related information.
You can start by using advanced filters to help you search for companies based on your chosen criteria. You have the option to create your own filter and save it for later uses. For example, you can search for companies that are located in the United States.
For further modifications, You can click on the Company name or Company ID to open its page and edit or capture more information. You can manage General Information such as add or update the company basic information, company address and notes. You can capture information regarding the Company registration details, registration by law, licenses & waivers, commercial registration, auditors, also manage information related to shareholders, including (Capital, Shares, Reports) and Board members' information, Documents, Assets, Bank Accounts and so on.
Moreover, you can manage the entity through the information related to shareholders, including (Capital, Shares, Reports) and Board members' information.the company registration details, registration by law, licenses & waivers, commercial registration, auditors, and company lawyer.
You can also create and manage the Folder structure and Upload Documents through the related documents Tab. The App4legal Document Editor is an efficient tool to help you manage documents versions related to a specific company.
Furthermore, a user can record a company's assets, set reminders, view the ownership percentages through the tree view tab, and set bank accounts related to this company.
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