Professional Resources

Attorney

Note:  The description of each Professional Resource form is very similar.  If you are going through Help forms one-by-one you may want to read about one of the Professional Resources then skip to the Other Resources form.

Purpose:  Information relating to the LLC or corporation’s legal representation is needed in many of the resolutions and documents.  This provides a single location for information related to the legal firm, reduces the possibility of errors, and reduces the amount of time needed to produce documents.

Overview:  To add a record, press the New button on the standard toolbar.  The new record that is generated is titled New Attorney Record.  Click in the Legal Firm textbox and enter the name of the Law Firm.  The initial ‘** No Attorney **’ record must remain an option for companies that do not have a law firm that they use on a regular basis, so that record can not be modified or deleted.

Fill in the data including the appointment date which is the date of the directors’ resolution documenting the appointment of the law firm as the company’s attorney.  Include the monthly fee paid to the firm as a retainer.  (If the law firm is not on a retainer, determine the approximate amount paid for their services for an entire year and divide by 12.)  Add as many attorney records as needed for all the companies in the database.

All of the law firms are displayed in the attorney list.  When a different company is selected using the company tabs at the top of the form, the law firm for the company is selected in the list and the firm’s data appears on the form.  To select a different attorney for a company just click on the name of the firm in the list while the company’s name is selected in the company tabs.  If a company does not have a law firm that it uses on a regular basis, select the ‘** No Attorney **’ option.

Related Information:

1. Adding an Attorney
-Use Standard Toolbar AD
Use the Add New Attorney Record option under File in the main menu at the top of the form

2. Deleting an Attorney Record
-Use Standard Toolbar DELETE button or
- Use the Delete Selected Attorney option under File in the main menu at the top of the form

3. Modifying an Attorney Record
Use Standard Toolbar SAVE   button or the
REVERT button or
- Use the SAVE or REVERT options under File in the main menu at the top of the form

4.Record Navigation The First/Prior/Next/Last buttons move through the attorney records in the order they were entered

5. List and Find
-The ‘List’ option displays law firms by the name of the firm
          Selecting a name in the list displays that
          record on the form.
-The ‘Find’ option locates records for law firms by
City
Attorney
Law Firm

6. Reports The following reports are accessible from the Reports option on the main menu. While moving from one form to another the report options change.

Attorney Profile for the Selected Company
-Attorneys by Company
-Companies by Attorney



Company Tabs:Use these tabs to navigate through the companies in the database. When a company name is selected, the law firm representing the company is selected in the list of law firms.
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Resource Tabs: This is a set of tabs located under the company tabs that display the professional resource pages. The Other Resources tab displays web links to topics important to corporations and LLCs including the SEC web site and Secretary of State web sites.
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Attorneys: List of all law firms in the database. Select a company tab at the top of the form then select one of the law firms in this list. The selected law firm’s name is then associated with the selected company. Each time a company tab is selected the law firm’s information appears on the form for the law firm that is associated with the selected company.
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Web Resources: Internet web link to a page that provides information specific to law firms that deal with corporations and LLCs.
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Date Appointed: The date the board of directors approved a resolution appointing the selected law firm to represent the company.
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Annual Fee: The fee charged by the Attorney to represent the selected company. If the fee charged is monthly, multiply it by twelve to get the approximate annual fee.
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Email Button:  Click this button to send an email message to the selected attorney. Your email software must be MAPI compliant to use the app for emailing. MAPI is supported by: Outlook, Outlook Express, Netscape, Eudora, and Groupwise.
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Attorney: The Legal Firm textbox should contain the name of the law firm while the Attorney textbox contains the name of the attorney that works with the company.
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Notes: You can keep notes for the selected broker for the selected company.
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Email Address: Email address for the law firm. This is required if you want to send emails to the attorney using the Email Button.
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Adding An Attorney Record: Click the Add button on the standard toolbar to add a record to the attorney list.
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Deleting An Attorney Record: Press the Delete button on the standard toolbar to delete the selected attorney record.If the law firm that’s being deleted is associated with a company in the database, the name of the law firm will change to the ‘** No Attorney **’ option.
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Modifying An Attorney Record: Select the name of the law firm in the attorney list. Information for the selected law firm appears and can then be modified.
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