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  • How to Manage Companies in Lexzur




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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.

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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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For further modifications, click on the Company name or Company ID to open its page. You can manage General Information such as add or update the company basic information, company address and notes. You can also manage information related to shareholders, including (Capital, Shares, Reports) and Board members' information, Documents, Assets, Bank Accounts , and so onrelated companies.

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Moreover, you can manage the entity through the information related to the company registration details, registration by law, licenses & waivers, commercial registration, auditors, and company lawyer.

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You can also create and manage the Folder structure and Upload Documents through the Documents Attachments Tab. The App4legal Document Editor is an efficient tool to help you manage document versions related to a specific company. 

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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.

Last but not least, you can link a company to existing companies, persons, matters, or contracts in App4legal, and you can keep track of who has the authority to sign on behalf of the Company for official documents.

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