In this article, we look at how to add the vendor solicitor to your purchase matter.

To do this:

1. Head into the Vendor and Solicitor tab and locate the Vendor's Solicitor area. Here you can search either by the firm name or the solicitor's name. 

   

2. Click into the field and begin to type the name of the solicitor, and you will be presented with a list of all lawyers with that name. You can select based on the firm name and pull the solicitor into your purchase matter.

   

3.  You will now have access to the work and cell number if that information is noted in the solicitor and law firm database. 

   

4. Additionally, once you bring the solicitor's name into the field, you will see that the firm name will pull in as well.

   

5.  From here, you can enter in the first name of the solicitor as well as the vendor's file number.

   

6.  Scroll down to find Law Clerk Details. Click into the dropdown menu, locate the law clerk, and pull that individual into your purchase matter.

   

7.  Finally, you can also add the details of the solicitor's trust account. Click into the dropdown; selecting yes will allow you to enter the details of the vendor's solicitor's trust account, including the date that funds were deposited into that solicitor's trust account. 

   

This information will pull in to your reporting letters.

Related Articles:

1. Ontario Purchase Matter & Matters Toolbar
2. Adding a Vendor to the Purchase Matter