Add a New Company/Case Manager/Solicitor in a Case

In a File Review, the section Booking Company and CM (Case Manager) provides general information about the party requesting the booking and report. The information provided and their relevance include:

• Booking Company - the party who requested the report (law firms, insurers, self-insurers, etc.)

• Booking CM - the individual who made/requested the booking and the best contact for communications involving the case

• Booking Solicitor (if required) - the solicitor/lawyer with carriage of the matter

• Sub-Booking Contacts (if required) - a secondary party involved with the case (e.g. law firm’s client)

• Report Receiving Contacts - recipients of the completed report (via email)

To Add a New Company/ Case Manager/ Solicitor in a case, follow the steps below:

1. Hover over the corresponding user’s Add/Edit and select:

   • Add Company - creates a new Company

   • Add Case Manager or Add Solicitor - creates a new Case Manager

Note: A Booking Company must be added first into the case before adding a new Booking Case Manager or Solicitor.

2. A new user account page opens. 

3. Fill in the required fields (in General Information).

   • Company - Name, Business Type

   • Case Manager - Name, Email

4. Click Save and the newly created account gets added to the case.