Setting up default firms helps simplify the forecasting process by automatically applying your predefined selections, reducing manual input, speeding up setup, and ensuring consistency across forecasts.
Let’s add a new default firm.
- From your homepage menu pane on the left side of the screen, click on Setup to expand the menu. Then click on Default Firms.
- Under the Country dropdown, you can use type-ahead to narrow the list, and use the arrow keys to select your choice and press the Enter key.
- Once you have selected the country, you can now select the Law Firm that you want to be the default used when creating a forecast that includes that country.
- Click the Save button to set the Default Law Firm.
- You can also edit and delete the Default Firms by going back to Setup and clicking Default Firms.
- Now, once you select that country, the firm that you selected will be the Default Law Firm and their fees will be used in your forecast.
If you need any additional assistance, please contact us at support@prokurio.com, and we’ll get you the answers you need!