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How to Disable a Legal Entity (Admin Role)

If you need to disable an existing Legal Entity, follow the steps below to remove it from selection. Once disabled, the entity will no lon...

If you need to disable an existing Legal Entity, follow the steps below to remove it from selection. Once disabled, the entity will no longer be available to be added to a matter.

📌 Steps to Disable a Legal Entity

1️⃣ Navigate to the Legal Entity Section

  • Go to Menu > Admin Settings > Legal Entities

2️⃣ Disable the Legal Entity

  • Locate the Entity you want to disable and scroll to the Enabled checkbox.

  • Deselect the checkbox to disable the entity.

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