Street gives you flexibility to manage your Solicitor address book in the way you need to. You can add solicitors firms and individual solicitors as well as amend these to move around different firms if needed.

You will need to add a Firm to assign a Solicitor to in order to progress. Please do ensure you are on the correct view before adding as the buttons on each page differ.

Adding a Solicitor Firm

To do this, head to the Solicitors tab within the Settings, under Solicitor Firm and click '+ Solicitors Firm'.

From here, you will be asked to complete a series of text box fields to add the data relating to that firm.

Once added, they will appear within the Firm list. As no Solicitors have been assigned yet, you will have the option to delete this firm, or click into it to make any amendments to the contact information. As this is now added, you can add a solicitor to the firm.

Adding a Solicitor

To do this, head to the Solicitors tab within the Settings, under Solicitors and click '+ Solicitors'.

From here, you will be asked to complete a series of text box fields to add the data relating to that individual. Additionally, you will be able to assign them to a firm. This will change the view to '1' in the Firm list under No. of Solicitors.

Moving a Solicitor to a New Firm

Firstly, ensure you have added the Solicitor Firm if it is not already within your Street account.

To reallocated a solicitor, go into the individual via the Solicitors tab, and click into the person to edit them. You will then be able to view the drop down list of all Solicitor Firms, and can reselect the relevant firm and 'Save'.

If you need further information on Solicitors within a Sales Offer environment please head to this article.