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How to add Solicitor Companies to Smartr365

Updated this week

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

  1. Click on the "Settings" option.
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  2. Scroll down until you find the "Solicitors" section and select it.
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  3. Click on the "Add Solicitor" button.
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  4. Enter the required details for the solicitor.

  5. Click on the "Add Practice" button.

  6. Enter the necessary details for the practice.
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  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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