This article will show you how to:
- Create a new Building Contract matter
- Add Builder Licence Details
- Add Mortgagees Details
- Add Property Details
- Add more than one Property Details
To create a new Building Contract matter, follow the steps below:
- Click New Matter from the Home Screen
- Select State: NSW
- Select Matter Category: Conveyancing
- Select Matter Type: Building Contract
- Click Create
- Enter the parties, including all relevant details. To add an additional party, such as the Owner, right click on the Owner and select Add Owner.
- Select Licence Details to enter the Builder Licence Details.
- Select Details under Mortgagees Contact to enter the Mortgage Details.
- Select Property Details to enter the Property Information and enter the Address and Title Particulars.
- If there is more than one property, you may enter additional Properties by right-clicking on the first Property Details layout and selecting "Duplicate Property Details"
- To add Uncommon Contacts to your matter, open the Matter Settings and select the appropriate contact from the Parties & Data available for your matter. You can add details for the following uncommon contacts:
- Real Estate Agent
- Accountant
- Previous Solicitor
- Additional Contact