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
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Country
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Type of party
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Name
2. Management
In the Management section, you can do the following
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Commencement date
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Set Partner, Manager or Business Unit
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Matter/client reference
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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 support@connectworks.com
Select +Add or +Add and edit to complete adding the Partners into Connectworks.
Associated Parties
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Add parties into the Partnership and assign their roles. See more: Adding associated parties to Partnerships