This article will show you how to:
- Create a new Share Sale matter type
- Enter in the Vendor, Purchaser and Company Details
- Enter in the Transaction Details
- Add uncommon contacts onto the matter
- Change existing General matters to Share Sale matters
To create a new Share Sale matter, follow the steps below.
1. Click New Matter from the Home Screen
2. Note this is a Federal matter type (available in all states)
3. Select Matter Category: Corporate
4. Select Matter Type: Share Sale and whether you act for the Vendor or Purchaser.
5. Enter the Details for each Vendor, Purchaser and the Company.
6. Enter the Transaction Details.
7. To add Uncommon Contacts to your matter, open the Matter Settings and select the appropriate contact from the Parties & Data available in your matter.
8. For Share Sale, the available parties include Accountant, Previous Solicitor and Additional Contact.
9. If there are additional Uncommon Contacts that you would like to be made available, please contact Support.
10. Existing General matters can be easily changed to Share Sale matters as follows:
11. Open your existing General matter (used for Share Sale matters)
12. Open Matter Type
13. Select change...
14. Select new Matter Type as Corporate > Share Sale
15. Select OK:
16. Enter Reason For Change
17. Select OK:
18. Your matter will now appear as 'Share Sale', with the party roles and layouts that are available in the Share Sale matter.