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Manage solicitors and conveyancers

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Summary

Learn how to add, edit, and delete solicitor and conveyancer details from listings or settings in Box+Dice for accurate sales records.

This article covers:

About solicitors and conveyancers

Solicitors and conveyancers are associated with sales listings in Box+Dice to manage legal and settlement details. These records can be maintained directly from a listing or centrally through configuration settings.

Managing these records ensures accurate contact details for firms and their associated contacts, helping streamline sales workflows.

Add a solicitor or conveyancer from a listing

To add a solicitor or conveyancer:

  • Go to: Listings
  • Search for the listing and open it from the results
  • Click the Edit icon next to Vendor Solicitor
  • Enter the Solicitor/Conveyancer's firm details at the top
    Add the Solicitor/Conveyancer Contact's details in the lower section
  • Click Save

The solicitor and contact will appear in the Solicitor Details section on the listing.

Note: Multiple solicitor contacts cannot be added from the listing screen. Use Configuration settings to add additional contacts.

Add a solicitor or conveyancer from settings

To add a solicitor or conveyancer:

  • Go to: Settings > Sales > Solicitor/Conveyancer
  • Click the + Add solicitor
  • Enter the firm details
  • Add contact details in the lower section
  • Click Add Company

Add multiple contacts to an existing firm

To add multiple Solicitor/Conveyancer Contacts:

  • Go to Settings >Sales > Solicitor/Conveyancer
  • Select the firm from the list
  • Click the + Add button next to Contacts
  • Enter the contact details
  • Click Add Contact
  • Repeat steps to add more contacts

The contact will appear in the firm’s contact list.

Edit a solicitor or conveyancer

Edit from a listing

  • Go to: Listings
  • Search and select the listing
  • Click the ellipsis (...) next to the solicitor
  • Click Edit
  • Update firm details and click Save

Edit from settings

  • Go to: Settings >Sales > Solicitor/Conveyancer
  • Select the solicitor or conveyancer 
  • Click the pencil icon next to the Solicitor/Conveyancer Details
  • Edit or update the details
  • Click Save

Delete a solicitor or conveyancer

Delete from a listing

  • Open the listing
  • Click the Edit icon next to Vendor Solicitor
  • Click the X icon next to the solicitor

Delete from settings

  • Go to: Settings > Sales > Solicitor/Conveyancer
  • Select the solicitor or conveyancer
  • Click the Delete (trash icon) in the top right corner
  • To delete a contact, click the Trash icon next to the contact name
  • Click Delete to confirm

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