Allow Company Name to serve as Party Name

Rather than having the Party Name default to the individual, allow for the option to be named after the Company client without having to change it manually. Using the Party Name box in the Contact should provide the option to allow that to serve as the correct Party Name when creating a new matter intake. Right now, after you create the new matter in TW, you have to go to the "Clients" tab and then change the Party Name from the individual to the Company. Where we have the same Company clients over and over it would be helpful if this could be selected as a default.

  • Guest
  • Mar 9 2021
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