📌 How to Add a New Legal Entity
| Step | Action |
|---|---|
| 1️⃣ Navigate to Legal Entities | Go to Menu > Admin Settings > Legal Entities. |
| 2️⃣ Click "Add Entity" | Click the "Add Entity" button in the top-right corner of the screen. |
| 3️⃣ Enter Entity Details | - Enter the Full Legal Name of the entity. - Add the Entity Address (if applicable). - Input the Tax ID (if relevant). |
| 4️⃣ Save & Apply Changes | The new Legal Entity will now be available for selection when assigning matters. It will also be included in financial reporting and can be added as a tile in the Spend Overview Dashboard. |
🔄 How to Update an Existing Legal Entity Name
| Step | Action |
|---|---|
| 1️⃣ Navigate to Legal Entities | Go to Menu > Admin Settings > Legal Entities. |
| 2️⃣ Locate the Entity | Use the search function or scroll to find the entity you need to update. |
| 3️⃣ Edit the Entity Name | Click into the entity and update the Full Legal Name field. If necessary, adjust the Entity Address or Tax ID. |
| 4️⃣ Save the Changes | Click the tick icon on each updated field to apply the changes. |
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