Add a company name to a solicitor record

  • Updated

The steps below outline how you can add a company name and its respective details to a solicitor record in Jupix.

  1. Click Contacts on the main homebar
  2. Search for the relevant contact (solicitor) in the Find bar and click Go. Click View on the relevant record
    1. Alternatively, find and click the relevant contact (solicitor) from within the Last Viewed section
  3. Click Special Actions
  4. Click Convert To Company
  5. Scroll down to the Company Details section. Type in the Company Name
  6. Type in the Branch / Office details
  7. Update any other additional information required
  8. Click Save