Legal History

Use the Legal History record to document details about the client’s legal involvement.

You can use the Add Item button to document more than one charge, but ALL the charges listed will need to share the same start date and end date.   To show a different start date and end date for each charge, enter a separate Legal History record for each one.

To show that the legal status identified has come to an end, uncheck the Current Legal Problem checkbox; this will bring the End Date field into view so you can indicate when the matter was concluded.

Tip:  use the Update Legal Status link on the page to track the status of the client’s legal involvement as it progresses.