We provide the option to attach a solicitor for both the vendor and purchaser against a sale. However, as a solicitor is needed to be added as a contact prior, it is recommended that you first add a new contact type in order to categorise all solicitors in your database. More information on how to set up new contact types can be found via the Setup Contact Types knowledge article.

Step by step

1. Navigate into the example property

2. Click on the Financials tab > Solicitors 

3. We then provide the option to add an existing solicitor against the vendor or purchaser. Here you can search for the existing contact record or click on + New Solicitor to populate the add contact screen to add a new solicitor. More information on adding a new contact can be found via the Add Contact knowledge article

4. Once the solicitors have been added/attached to both the vendor and purchaser, you can click on Save Solicitors in the bottom right-hand corner

5. You are also able to view their contact record in further detail on the right-hand side