Business

In ContactsLaw, a business refers to the organisational unit immediately below a subscription. It represents a law firm or some associated business, such as a trust or subsidiary.

Every subscription contains at least one business, known as the primary business. Additional businesses can be created at any time.

Properties

A business has the following properties:

• An entity contact that contains the business details
• A short code used to access the business in the Web App
• Documents, such as a logo image, which can be used in document production

Owned Items

The following items can only be created at the business level:

• Workgroups
• Chart of accounts

The following items can be created at the business level, as well as other levels:

• Disbursement types
• Policies
• Settings

Security

Separate permissions can be set for each business. If not set, the business inherits its permissions from the subscription.

Deletion

A business that was created accidentally can be deleted at any time. A business cannot be deleted once any substantial work has been performed within it.