To create a new Power of Attorney matter, follow the steps below:
- Select Power of Attorney > Next
- Each Client MUST be entered separately.
- Enter Client 1 Contact Card
- Enter Non-Enduring Power of Attorney Details on Tab 1
- Enter Non-Enduring Power of Attorney Details on Tab 2
- To add Client 2 Contact Card:
- Right-click on the Client 1 Label "Client"
- Select "Add Client"
- Select "Same Solicitor"
- Enter details for Client 2
- A new Power of Attorney Details layout will appear for Client 2 information to be inserted
- Enter Non Enduring Power of Attorney or Enduring Power of Attorney Details for Client 2 (i.e. repeat process set out in Items 4 and 5 above.