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Marking a firm as ‘restricted’

R
Written by Raphael Cardona

In the event that any of your panel firms are under review or official investigation and you want to notify your team of the same, you can mark a firm as restricted by following these steps:

  1. Go to a Law Firm profile and click on the three dots icon located towards the top right

  2. Click on Set as Restricted

  3. You and your team will see a Restricted tag alongside the law firm name across the platform

  4. Your team can still engage with the firm on the platform, however, a warning is provided to contact the relationship lead before proceeding with such engagement

  5. You can remove the tag by going to the same firm profile and clicking on Remove Restriction on the top right

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