Legal Entities App
The Legal Entities App is used to capture a client’s various legal entities associated with e-billing matters. Each record in the Legal Entities App creates an associated legal entity in Counsel Echange. The name, address, and tax ID for a matter’s legal entity will be displayed on the Billing Authorization Request in Counsel Exchange, and the vendors will be instructed on which legal entity they should bill for a particular matter. This information is maintained in the individual Legal Entities Records (in Onit) within Fields. A Legal Entities Record can be in either a New, Active, or Inactive Phase. Only Active legal entities are available to choose from on a matter.
The following Fields are required in the Legal Entities App and should not be deleted:
| Field Name | Field Label | Field Type | Hidden |
| Legal Entity Name | name | Text | |
| Tax ID | tax_id | Text | |
| Address | address1 | Text | |
| City | city | Text | |
| Country | country | Listcombo | |
| BP Client Account Legal Entity Id | psb_client_account_legal_entity_id | Text | |
| Atom Id | atom_id | Text | true |
| Matters | matters | HasMany | true |
| Is Active | is_active | Text | true |
Matter App
When creating a matter, a user is required to choose a legal entity. After a matter is created, it is directly related to a legal entity. Record it through relationship Fields. While the relationship is made through HasMany/BelongsTo Fields within the Matter and Legal Entities Apps (end users do not interact directly with the relationship fields).
End users interact with a Listcombo Field that displays a list of Active legal entities from the Legal Entities App. The Listcombo allows the system to filter to display only Active Legal Entities. It also ensures that all users with access to create matters can view all Active legal entities, regardless of security around the Legal Entities App.
The following fields relating to legal entities are required in the Matter app and should not be deleted:
| Field Name | Field Label | Field Type | Hidden |
| legal_entity | Legal Entity BelongsTo | BelongsTo | true |
| selectable_legal_entity | Legal Entity | Listcombo | |
| legal_entity_id | Legal Entity Id | Text | true |
| legal_entity_name | Legal Entity Name | Text | true |
| yes | Yes | Text | true |
All Onit ELM environments must leverage the pre-built configuration described above to handle legal entities. Do not create new Fields/Apps to try and solve this problem differently.