How to add a Firm to Barrcloud
To add a Firm to the system click on Cases & Firms
Click on the Firms tab where you will be able to click on the New button
There you can type in the Firm Name and add contact details as required
Contact details can be edited at a later date if they change
The contact details will appear on Fee Notes and VAT Receipts sent to the Firm
The email address will be used when Fee Notes or VAT receipts are emailed to the Firm
As a note a Firm cannot be deleted if there is a case attached