How to add a Solicitor to Barrcloud
To add a solicitor, from the Home screen click on Solicitors & 3rd Parties
Click on the New Solicitor button and add the details as needed
If the address is the same as the Firm click on Use Firm Address to populate the contact details
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 Solicitor
The email address will be used when Fee Notes or VAT receipts are emailed to the Solicitor
As a note a Firm cannot be deleted if there is a case attached
If a solicitor moves Firm a new solicitor will need to be added