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All you need to know

In this list you’ll find the answer on your question.

General

How to add a (Sub)Practice?

  1. Go to the dropdown button Organisation at the top of the page.
  2. Click on the Practices button.
  3. Click on the button Add (sub)practice on the left-hand side of the page.
  4. Enter the name of the practice.
  5. Tick the box if this new practice is a sub practice. If so: link it via the dropdown to a practice.
  6. Click on the Save button to add the (sub)practice.

How to add a (Sub)Industry?

  1. Go to the dropdown button Organisation at the top of the page.
  2. Click on the Industries button.
  3. Click on the button Add (sub)industry on the left-hand side of the page.
  4. Enter the name of the industry.
  5. Tick the box if this new industry is a sub industry. If so: link it via the dropdown to an Industry.
  6. Click on the Save button to add the (sub)industry.
Specialist profile

How to add a Specialist profile?

  1. Go to the dropdown button Organisation at the top of the page.
  2. Click on the Specialists button.
  3. Click on the button Add Specialist on the right-hand side of the page.
  4. Fill in the required fields and select Role and Discipline via the dropdown.
  5. Select if you want to Create a user account by selecting Yes or No.
  6. Link the (Sub)practice and the (Sub)industry by clicking on the empty field or the arrow.
  7. Click on the Create specialist button to create the specialist profile. 

OR

  1. Click on the Add additional info button to fill more of the specialist profile before creating it.
  2. Fill in the phone number fields and the LinkedIn URL.
  3. Choose a picture by clicking on the Browse button.
  4. Click on the Upload button to upload the chosen picture.
  5. Put a Description of the picture in the description field, choose the correct Phototag in the dropdown and choose if this picture is default by selecting Yes or No.
  6. Fill the Bio section with a Title of the chosen Content. Also choose the Language it is written in.
  7. Choose the correct (Sub)practices and/or (Sub)industries for this content.
  8. Click on the Save button to save the bio.

How to edit info for an already created specialist profile?

  1. Go to the dropdown button Organisation at the top of the page.
  2. Click on the Specialists button.
  3. Select the specialist profile you want to see/edit by clicking on the correct row.
  4. In the overview of the specialist profile, click on the Pencil in the top-right corner to edit this profile.
  5. Select if the specialist is Active by selecting Yes or No.
  6. Edit the information of the specialist or fill in the blank fields.
  7. Select if the specialist should have a user account.
  8. Click on the Save button to save the (new) information.

How to add a bio for an already created specialist profile?

  1. Go to the dropdown button Organisation at the top of the page.
  2. Click on the Specialists button.
  3. Select the specialist profile you want to see/edit by clicking on the correct row.
  4. Click on the Add Bio button on the right-hand side of the page.
  5. Fill the Bio section with a Title of the chosen Content. Also choose the Language it is written in.
  6. Choose the correct (Sub)practices and/or (Sub)industries for this content.
  7. Click on the Save button to save the bio.

How to put a profile picture in an already created specialist profile without a profile picture?

  1. Go to the dropdown button Organisation at the top of the page.
  2. Click on the Specialists button.
  3. Select the specialist profile you want to see/edit by clicking on the correct row.
  4. Click on the blue + next to the circle with ‘no image available’.
  5. Choose a picture by clicking on the Browse button.
  6. Click on the Upload button to upload the chosen picture.
  7. Put a Description of the picture in the description field, choose the correct Phototag in the dropdown and choose if this picture is default by selecting Yes or No.
  8. Click on the Save button to display this image in the profile.

How to edit a profile picture in an already created specialist profile with a profile picture?

  1. Go to the dropdown button Organisation at the top of the page.
  2. Click on the Specialists button.
  3. Select the specialist profile you want to see/edit by clicking on the correct row.
  4. Click on the Documents button at the top of the profile

Add

  1. Click on the Add Picture button on the right side of the page.
  2. Search the correct image on your computer by clicking on the Browse button.
  3. After having selected the image, click on the upload button.
  4. Put a Description of the picture in the description field, choose the correct Phototag in the dropdown and choose if this picture is default by selecting Yes or No.
  5. Click on the Save button to save the changes made.

Edit

  1. Select the desired picture by ticking the correct box below the title: Default.

Or

  1. Click on the three dots behind the picture.
  2. Click on the Edit button.
  3. Edit the Description of the picture in the description field, change the Phototag in the dropdown or choose if this picture is default by selecting Yes or No.
  4. Click on the Save button to save the changes made.

Delete

  1. Click on the three dots behind the unwanted picture.
  2. Click on the Delete button.
  3. Proceed by clicking OK in the confirmation pop-up.

How to edit an attachment in a specialist profile?

  1. Go to the dropdown button Organisation at the top of the page.
  2. Click on the Specialists button.
  3. Select the specialist profile you want to see/edit by clicking on the correct row.
  4. Click on the Documents button at the top of the profile

Add

  1. Click on the Add Attachment button on the right side of the page.
  2. Put a Description of the new attachment in the description field, choose the correct File by clicking the browse button.
  3. Click on the Save button to display this attachment in the profile.

Edit

  1. Click on the three dots behind the picture.
  2. Click on the Edit button.
  3. Edit the Description of the file in the description field or change the File by clicking on the Browse button.
  4. Click on the Save button to save the changes made.

Delete

  1. Click on the three dots behind the unwanted attachment.
  2. Click on the Delete button.
  3. Proceed by clicking OK in the confirmation pop-up.
Database

How to edit a client in the database?

  1. Go to the dropdown button Database at the top of the page.
  2. Click on the Clients button.

Add

  1. Click on the button Add Client in the top-right corner of the page.
  2. Put the Name of the new client in the designated field.
  3. Select the Industry the client works in by selecting from the dropdown.
  4. If there are Notes, put them in the empty field.
  5. If desired, add a logo by clicking the Add logo button.
    1. Choose a logo by clicking on the Browse button.
    2. Click on the Upload button to upload the chosen picture.
    3. Put a Description of the picture in the description field and choose if this picture is default by selecting Yes or No.
    4. Click on the Save button to link this logo in the profile of the client.
  6. Click on the Save button to create a new client.

Edit

  1. Select the client profile you want to see/edit by clicking on the correct row.
  2. In the overview of the client profile, click on the Pencil in the top-right corner to edit this profile.
  3. Edit the information of the client, fill in the blank fields and/or add a logo.
  4. Click on the Save button to save the (new) information.

Delete

  1. Select the client profile you want to delete by clicking on the correct row.
  2. In the overview of the client profile, click on the Bin in the top-right corner to delete this profile.
  3. Proceed by clicking OK in the confirmation pop-up.

How to edit a referee in the database?

  1. Go to the dropdown button Database at the top of the page.
  2. Click on the Referees button.

Add

  1. Click on the button Add referee in the top-right corner of the page.
  2. Put the First name and Surname of the new referee in the designated fields.
  3. If there are contact details & notes tick the box and fill the desired fields.
  4. Select if it is a Client or a Peer referee by ticking the correct box.
  5. Click on the Arrow so you can link the correct Client to the referee or if it is a Peer referee, put the name of the Organization in the empty field.
  6. Link matter(s) to a client referee by clicking the Select matter(s) button.
  7. Select the desired matter(s) and click on the Save button.
  8. Click on the Save button to create a new referee.

Edit

  1. Select the referee profile you want to see/edit by clicking on the correct row.
  2. In the overview of the referee profile, click on the Pencil in the top-right corner to edit this profile.
  3. Edit the information of the referee, fill in the blank fields and/or (un)link matter(s).
  4. Click on the Save button to save the (new) information.

Delete

  1. Select the referee profile you want to delete by clicking on the correct row.
  2. In the overview of the referee profile, click on the Bin in the top-right corner to delete this profile.
  3. Confirm by clicking Proceed in the confirmation pop-up.

How to edit a quote in the database?

  1. Go to the dropdown button Database at the top of the page.
  2. Click on the Quotes button.

Add

  1. Click on the button Add quote in the top-right corner of the page.
  2. Put the Quote in the empty field and select the Language, via the dropdown, the quote is in.
  3. If there is a Source: select the correct Directory or fill in the correct Client information.
  4. If available, fill in the Year and a Press link(s).
  5. Link the quote to a Specialist, Practice and/or Industry by clicking on the buttons. 
  6. Select the Specialist, Practice and/or Industry and click on the Save button.
  7. Click on the Save button to create a new quote.

Edit

  1. Select the quote you want to see/edit by clicking on the correct row.
  2. In the overview of the quote, click on the Pencil in the top-right corner to edit this quote.
  3. Edit the information of the quote, fill in the blank fields and/or (un)link a specialist, practice or industry.
  4. Click on the Save button to save the (new) information.

Delete

  1. Select the quote you want to delete by clicking on the correct row.
  2. In the overview of the quote, click on the Bin in the top-right corner to delete this quote.
  3. Confirm by clicking Proceed in the confirmation pop-up.

How to edit a publication in the database?

  1. Go to the dropdown button Database at the top of the page.
  2. Click on the Publications button.

Add

  1. Click on the button Add publication in the top-right corner of the page.
  2. Put the Title, and if available a description, in the empty fields and select the Language, via the dropdown, the publication is in. Also link a specialist by clicking the Select specialist button.
  3. If available, fill in the Date, Publisher(s), external author(s), Publication URL(s), Notes and News post(s).
  4. Add a file by clicking the Browse button. 
    1. Put in a Description of the file.
    2. Search the correct File on your computer by clicking on the Browse button.
    3. Click on the Save button to save the file.
  5. Link the publication to Practice and/or Industry by clicking on the buttons. 
  6. Select the Practice and/or Industry and click on the Save button.
  7. Click on the Save button to create a new publication.

Edit

  1. Select the publication you want to see/edit by clicking on the correct row.
  2. In the overview of the publication, click on the Pencil in the top-right corner to edit this publication.
  3. Edit the information of the publication, fill in the blank fields and/or (un)link a practice or industry.
  4. Click on the Save button to save the (new) information.

Delete

  1. Select the publication you want to delete by clicking on the correct row.
  2. In the overview of the publication, click on the Bin in the top-right corner to delete this quote.
  3. Confirm by clicking Proceed in the confirmation pop-up.

How to edit a matter in the database?

  1. Go to the dropdown button Database at the top of the page.
  2. Click on the Matters button.

Add

  1. Click on the button Add matter in the top-right corner of the page.
  2. Link a client to the new matter by clicking on the Arrow.
    1. If it is a new client, click on the blue + to add one.
  3. Select the status of the matter in the dropdown and fill in the start/end date.
  4. Link the Work highlight to a (Support) Specialist, Practice and Industry by clicking on the buttons. 
  5. Select the (Support) Specialist, Practice and Industry and click on the Save button.
  6. Choose the Language via the dropdown and fill in the Commercial title, and if available the Commercial description and the Technical description.
  7. Fill in the Additional information: Stakeholder(s), Press link(s), Confidentiality remarks, Notes and News post(s).
  8. Choose if it must be saved and published or be saved as draft.

Edit

  1. Select the matter you want to see/edit by clicking on the correct row.
  2. In the overview of the matter, click on the Pencil in the top-right corner to edit this matter.
  3. Edit the information of the matter, fill in the blank fields and/or (un)link a (support)specialist, practice or industry.
  4. Click on the Save button to save the (new) information.

Delete

  1. Select the matter you want to delete by clicking on the correct row.
  2. In the overview of the matter, click on the Bin in the top-right corner to delete this matter.
  3. Confirm by clicking Proceed in the confirmation pop-up.
Brandpage

How to edit the office details on the brand page?

  1. Go to the button Brand at the top of the page.
  2. Click on the Pencil in the left-side column to edit the Office Details.
  3. Fill in the desired information.
  4. Click on the Save button to save the (new) information.

How to add a description on the brand page?

  1. Go to the button Brand at the top of the page.
  2. Click on the button Add Description on the right-hand side of the page.
  3. Fill in the Title and Content, also select the correct Language via the dropdown.
  4. Click on the Save button to save the new description.
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