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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
corporation’s legal representation is needed in many of the resolutions and
corporate 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
corporate 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 corporations 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 corporation’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 corporations 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
corporation’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.
Details: Click the underlined links below for
details.
Related Information:
1. Adding An
Attorney Record
- Use Standard Toolbar ADD  button or
- 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.
GO TOP
____________________________
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 including the SEC web site and Secretary of State web sites.
GO TOP
____________________________
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.
GO TOP
____________________________
Web Resources: Internet web link to a page that provides
information specific to law firms that deal with corporate clients.
GO TOP
____________________________
Date Appointed:
The date the board of directors approved a resolution appointing the
selected law firm to represent the corporation.
GO TOP
____________________________
Annual Fee: The fee charged by the Attorney to represent the selected
corporation. If the fee charged is monthly,
multiply it by twelve to get the approximate annual fee. GO TOP
____________________________
Email Button:
Click this button to send an email message to the selected attorney. Your email software must be MAPI compliant
to use the CMS for emailing. MAPI is supported by:
Outlook, Outlook Express, Netscape, Eudora, and Groupwise.
GO TOP
____________________________
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 corporation.
GO TOP
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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.
GO TOP
____________________________
Adding An Attorney Record: Click the Add button on the standard toolbar to add a
record to the attorney list. GO TOP
____________________________
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.
GO TOP
____________________________
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.
GO TOP
____________________________
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