---
title: Setting up an LP
description: Setting up an LP
---

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1. [Help Center](https://support.connectworks.com/?hsLang=en)
2. [Entity Types](https://support.connectworks.com/entity-types?hsLang=en)
3. [LPs](https://support.connectworks.com/entity-types?hsLang=en#lps)

# Setting up an LP

## Setting up an LP

Navigate to your firm's **Clients tab**.

In Clients, LPs select the "**I would like to...**" menu at the top right of the page and then "**Add an LP**".

***NOTE: The Commencement Date is required when creating an LP***

(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.comio534680013457f418941301d4ad5800142Screen+Shot+2022-06-23+at+2.16.31+PM-1.png)

### 2. Management

In the Management section, you can do the following

![](https://support.connectworks.com/hubfs/Knowledge%20Base%20Import/downloads.intercomcdn.comio534680043c78c95770bb749a41fc10e14Screen+Shot+2022-06-23+at+2.17.03+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 LP to be on the Unlinked with Signing Plan, please get in touch with the team at [support@connectworks.com](mailto:support@connectworks.com)***

Select **+Add** or **+Add and edit** to complete adding the Designated Member(s) and Member(s) into Connectworks.

### Associated Parties

- Add people and other entities into the company and assign their roles. See more: [Adding Associated Parties to Entity Profiles](https://support.connectworks.com/5656279-adding-associated-parties-to-entity-profiles?hsLang=en)

- [Getting started](https://support.connectworks.com/getting-started?hsLang=en#main-content)

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- [Company Management (Share Management)](https://support.connectworks.com/company-management-share-management?hsLang=en#main-content)

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    - [GETTING STARTED WITH TRUSTS](https://support.connectworks.com/trust-management?hsLang=en#getting-started-with-trusts)
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- [Document Management & Client Engagement](https://support.connectworks.com/document-management-client-engagement?hsLang=en#main-content)

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    - [DOCUMENT MANAGEMENT FOR NON-PROFESSIONAL USERS](https://support.connectworks.com/non-professional-user-guide?hsLang=en#document-management-for-non-professional-users)

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