Setting up Partnerships

Setting up Partnerships

Navigate to your firm's Clients tab.

In Clients, Partnerships select the "I would like to..." menu at the top right of the page and then "Add a Partnership"

NOTE: The Commencement Date is required when creating a Partnership

(During the creation process, you are required to enter the Commencement date - this becomes the default appointment date for the Partners).

1. Search or Create

Manually create a new party

The following information is required to manually create a Partnership

  • Country

  • Type of party

  • Name

2. Management

In the Management section, you can do the following

  • Commencement date

  • Set Partner, Manager or Business Unit

  • Matter/client reference

  • Annual review date

3. Subscription

Select the appropriate plan, depending on the entity that is added are the plans available.

NOTE: If you require the Partnership to be on the Unlinked with Signing Plan, please get in touch with the team at

Select +Add or +Add and edit to complete adding the Partners into Connectworks.

Associated Parties