This article explains how to Add or Archive a Fee Earner through Unity® PMS Accounts.
Follow along with the video training here:
Adding a Fee Earner
- Navigate to Maintenance, then select Fee Earner.
- Click Insert, then fill out the text fields accordingly.
- Select a category: Category A for a partner, Category B for a fee earner, and Category C for a trainee.
- If they're a partner or equity partner, you can tick the boxes.
Archiving a Fee Earner
- If there are any old fee earners that you'd like to move, you'd be able to select them and untick the Active box.
- Then, hit Save.
If they have matters and clients still on the system, it will say that we cannot mark them as inactive. This means that you need to update the Fee Earners on their files. |