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How to Add a Power of Attorney Client

Sydney Ferguson avatar
Written by Sydney Ferguson
Updated over 8 months ago
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11 STEPS

1. From the parties tab, click add vendor to file

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2. Type in the client's last name, first name into the text box, and click create new client

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3. Under representation type, click power of attorney

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4. Enter the client details and click create

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5. Click the three dots beside the client name and select view global profile

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6. Enter the remainder of details and click add power of attorney

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7. You may set the attorney as your primary contact by selecting the checkbox set as primary contact

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8. Type in the attorney's name in the textbox, select an existing client or click create new client

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9. Enter the remainder of the details for the attorney and click create

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10. Click associated contacts

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11. Here you will see all attorneys associated with your client

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Next step: Practice

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