How do I make a payment to a Lawyer or Consultant? Do I need to create a court case first?

  • The Lawyer or Consultant must be created in the Lawyer/Consultant Master and be in an “Approved” state.
  • Payments or advances can be made via Legal > Payments, however creating a court case is not mandatory.
  • All payments must be approved via Legal > Approvals > Other Payments. Once approved, the payment indent will be sent to Finance for processing.