How to add Solicitor Companies to Smartr365

The following guide provides step-by-step instructions on how to add Solicitors and Solicitor Companies to Smartr365:

  1. Click on the "Settings" option.
  2. Scroll down until you find the "Solicitors" section and select it.
  3. Click on the "Add Solicitor" button.
  4. Enter the required details for the solicitor.
  5. Click on the "Add Practice" button.
  6. Enter the necessary details for the practice.
  7. Finally, click on the "Save" button to save the changes.

By following these steps, you will be able to successfully add Solicitors and Solicitor Companies to your Smartr365 account.

 

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