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You can add new company from the 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:
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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.
All other fields are optional at this point, but you will want to enter as much data as possible to assist you in generating beneficial reports later on. Among the more important ones are Company Sub-Category, Company Legal Type, Address details, and contact information.
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- Foreign name: company name in an alternative language
- Reference number: If you have an alternative numbering sequence it can be entered here and is searchable.
- Activity: the industry type of the Company
Lastly the option to set a Company as private or leave as public. By default the user who creates the Company will have access to it, other users may be added if needed.
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