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Recording the Relationship Account arrangements with panel law firms

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Written by Raphael Cardona

Once you have set up the panel period and listed all of the law firms with relationship account arrangements, you will need to start documenting the commercial arrangements on LegalEye.

Recording commercial agreements on LegalEye makes it easier for everyone to access them.

  1. Go to law firm profile

  2. Click Insights tab and Relationship Account section

  3. Click on Firm Commercials to record commercial agreement with each specific law firm

  4. Record rolled credit/ day one credit, credit usage and spend band based on the commercial agreement you have with this law firm

  5. Click Submit

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