Enhance your entities with critical compliance information and identify the key legal professionals handling your file.
Overview
A Responsible Professional is an individual designated on an Entity record who is responsible for the legal compliance or management of that entity. This individual can be a Lawyer, Law Clerk, or Paralegal.
Availability: All customers.
Access the Responsible Professional Modal
The Responsible Professional modal can be accessed from two locations within Athennian:
From the General Section
Head to an Entity record
Click on the General section
Click on the Compliance section
On the far right of the screen, next to Responsible Professionals box, click on + Add
From the Affiliations Section
Go to Relationships
Click on Affiliations
Click on + New drop-down list
Select Responsible
Fill in the Responsible Professional Details
Once the Responsible Professional modal is open, fill in the following sections:
Details
Click on + Add Profile
Select Person
In the Select person modal, use the Search bar to find and select the person to add
Scroll to the bottom right and click the blue Confirm button
Addresses
If an address is already added, proceed to the next step
To add a new address, click on +New
In the Profile Address modal that appears, select the mandatory Address Type* from the available drop-down
Enter all other necessary address information required and click the blue Create button in the bottom right-hand corner
In the Select Address modal that appears, select the checkbox of the added address and click the blue Apply button
Roles
Click on + Add Role
In the Add Role modal that appears, head to the Title* field to enter the professional's title
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From the drop-down menu, select the professional's type:
Lawyer
Law Clerk
Paralegal
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Select a Custom Title from one of the available dropdown options, if applicable
Click Manage Responsible Custom Title to add a new title
Fill in any other remaining details, such as Effective Date, End Date or Notes
Click Create
Registrations (Optional)
For a registration to be added to the responsible professional, an existing registration must be created beforehand. If the registration has not been made, please follow the steps found here: Create A Registration.
Click on + Add Registration
Select the required registration from the available options
Click the blue Apply button
Documents (Optional)
Click on + Add Document to upload relevant documents
Click the blue Link to Affiliation button to confirm
Finalize the Responsible Person Creation
- Click the blue Create button at the bottom right-hand corner to finalize the action