How to manage your companies in App4Legal?

_{August 11, 2021}

Objectives

• Insert a company in the database
• Correct/Revise/Update data related to an existing company
• Capture and manage a company’s details

Environment

• Company Module

Additional Information

• The Company Module also allows you to
  • Add a new Company
  • Capture and manage a company
  • Capture and manage shareholders information
  • Capture and manage board members information
  • Create/manage the folder structure and upload documents
  • Capture and manage company assets
  • Shareholders tree view
  • Add the company bank accounts
  • Link contact(s) to a company
  • Link matter(s) to a company
  • Link contract(s) to a company
  • Manage the authorized signatories in the company

Procedure

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 button in the main menu or from the companies module by clicking on the plus sign on the top right side of the screen.

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There are 3 required fields:

Name: Full legal name of the company

Short Name: 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.

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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.

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. For example, you can search for companies that are located in the United States.

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You can click on the Company name or Company ID to open its page and edit or capture more information. You can capture information regarding the Company registration details, registration by law, licenses & waivers, commercial registration, auditors, and so on.

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Moreover, you can manage information related to shareholders, including (Capital, Shares, Reports) and Board members information.

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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.

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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 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.