This article shows how to add a custom Fee Earners, Status and Relationships within Insight Legal.
Fee Earner Types
- Go to System > Settings
- Select Fee Earner
Create New Status
- Right click in the Fee Earner Status box
- Select Add Fee Earner Status
- Enter Description
4.Click Save
Create New Relationship
- Right click in the Fee Earner Status box
- Select Add Fee Earner Relationship
Enter Description
Click Save