--- title: Setting up Partnerships description: Setting up Partnerships --- [Skip to content](https://support.connectworks.com/6316932-setting-up-partnerships#main-content) [![](https://support.connectworks.com/hs-fs/hubfs/Logo.png?width=200&height=150&name=Logo.png)](https://www.connectworks.com/) Open main navigation Close main navigation How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://support.connectworks.com/?hsLang=en) 2. [Entity Types](https://support.connectworks.com/entity-types?hsLang=en) 3. [PARTNERSHIPS](https://support.connectworks.com/entity-types?hsLang=en#partnerships) # 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 ![](https://support.connectworks.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio532574360b2330ded7f1d60c05b411ce0Screen+Shot+2022-06-20+at+11.43.20+AM-1.png) ### 2. Management In the Management section, you can do the following ![](https://support.connectworks.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio532577600a65f4a14bf2cc6d6ddcc7420Screen+Shot+2022-06-20+at+12.05.29+PM-1.png) - 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 [support@connectworks.com](mailto:support@connectworks.com)*** ![](https://support.connectworks.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio53257788337935f991f7774f73036d453Screen+Shot+2022-06-20+at+12.07.30+PM-1.png) Select **+Add** or **+Add and edit** to complete adding the Partners into Connectworks. ### Associated Parties - Add parties into the Partnership and assign their roles. See more: [Adding associated parties to Partnerships](https://support.connectworks.com/adding-associated-parties-to-partnerships?hsLang=en) - [Getting started](https://support.connectworks.com/getting-started?hsLang=en#main-content) - [GETTING STARTED FOR PROFESSIONAL FIRMS](https://support.connectworks.com/getting-started?hsLang=en#getting-started-for-professional-firms) - [LOADING CLIENT PROFILES](https://support.connectworks.com/getting-started?hsLang=en#loading-client-profiles) - [SUBSCRIPTIONS & PRICING](https://support.connectworks.com/getting-started?hsLang=en#subscriptions-pricing) - [Firm administration](https://support.connectworks.com/firm-administration?hsLang=en#main-content) - [STAFF MANAGEMENT](https://support.connectworks.com/firm-administration?hsLang=en#staff-management) - [GENERAL ADMINISTRATION](https://support.connectworks.com/firm-administration?hsLang=en#general-administration) - [DOCUMENT MANAGEMENT ADD-ON](https://support.connectworks.com/firm-administration?hsLang=en#document-management-add-on) - 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