How to Manage Solicitors in Smartr365
Overview
The Solicitors page lets you maintain a directory of solicitor contacts that can be associated with your cases. You can store solicitor personal details and their practice information.
Getting Started
Where to find it: Go to Settings > Solicitors
Who can access it: System Administrators, Admin Assistants, Managers, and Advisers
Step-by-Step Guide
Viewing Solicitors
Navigate to Settings > Solicitors
You will see a list showing Solicitor Name, Email, Telephone, Practice Name, Practice Address, and Practice Telephone
Use the search bar to filter the list
Toggle between table and card view
Adding a New Solicitor
Click the Add button
Enter the solicitor's personal details (name, email, telephone)
Enter the practice details (name, address, telephone)
Click Save
Editing a Solicitor
Click on the solicitor in the list
Update the details as needed
Click Save
Deleting a Solicitor
Click the delete (bin) icon next to the solicitor
The solicitor will be removed from your directory
Tips & Best Practices
Keep solicitor details up to date so case documents reference the correct contact information
The search bar filters across all displayed fields
If you have a long list, the page supports infinite scrolling — simply scroll down to load more records
Need More Help?
If you need further assistance, contact our support team through the chat widget or email support@smartr365.com.