How to add a new person in App4Legal?

Objectives

• Insert a Person in the data base

Steps

You can add Persons to App4Legal through the quick New button in the main menu of the application or through the plus button on the Persons grid.

There are 3 required fields:

• First Name
• Last Name
• Category. 

Category: The relation between the person and the law firm/Legal department , a standard list of values including Client , Opponent, Partner

Other fields are optional:

Sub-Category: A customizable list of values, to further define the relation with this person ex: Internal Client

Company group: You can add company groups into App4legal.

You can add the person's job title and phone number.

If you click on More fields,  you can choose if the person is a lawyer or an in-house Lawyer,  the website, the address information, the reference number (if you have a numbering that is used in the office it can be entered here), nationality, foreign first and last name, date of birth, ID number, and a comment.

Then press Save. The new Person will be added within the Persons grid.

For more information about App4Legal, kindly reach out to us at help@app4legal.com.

Thank you!