Skip to content
Client login
Menu

Legal

Powers of attorney

Updated in 5.20.43

The powers of attorney each client gave the office, with their scan, the lawyers named in them and the cases they cover. The first lawyer named is reminded before one expires.

Where

Clients › a client › Powers of attorney

Who

Customers — view to read; Customers — edit to add or change.
1
Open the client and the Powers of attorney tab. Press Add power of attorney.
2
Fill the Number, the Type (General, Special, For a case), the Notary / issuing office, Issued on and Expires on (or No expiry).
3
Add a lawyer for each lawyer named, choose the Cases covered (optional), and attach the Scanned copy: one of the client's files or a new upload. Press Save.

Each one is Valid, Expires soon, Expired or No expiry. For a company client, the Commercial registration expiry is kept on the same tab.

A client's powers of attorney

What expires soon

On the clients list, Expiring powers of attorney lists the powers of attorney and commercial registrations that expired or expire soon, on the clients you can see.

A power of attorney is linked only to a case you may see; typing another case is refused with «A case covered must be one of this client's cases.». Saving a power never unlinks a case you may not see.

Questions

Where is “Powers of attorney” in Zyntra OS?

Clients › a client › Powers of attorney

Who can use “Powers of attorney”?

Customers — view to read; Customers — edit to add or change.