Learn how to add and manage solicitors for vendors and purchasers.

Add solicitors to a sale

You can add solicitors to a sale from the Financials tab in MRI Vault. This allows you to link legal representatives to both the vendor and purchaser, either by selecting an existing contact or creating a new one.

1. Go to: The property card > Click the Financials tab
2. Click Solicitors from the submenu

You’ll see options to add a solicitor for both the vendor and purchaser.

3. To use an existing contact, start typing their name and select them from the list
   
4. To create a new solicitor contact, click + New Solicitor

This opens the Add Solicitor screen, where you can enter their details:

• Type - Select person or company
• Name - Enter the first and last name
• Company - Enter the company name

5. Click Add Solicitor
   
6. Once you’ve added solicitors for both parties, click Save Solicitors to confirm