Powers of attorney register

Keep each client's power of attorney on their page: you are reminded before it expires, and it shows on the matter page with a warning when it does not cover what you are about to do.

Record a power of attorney

1. Open the client, go to Powers of attorney, then Record power of attorney.
2. Enter the POA number, Issued by (electronic from Najiz, notary, embassy, other), Issued on and Expires on. Leave the expiry empty if no term is stated.
3. If the principal is not the client (a company representative or a guardian), enter their name.
4. Choose the Agents from the firm and add any other agents, one name per line.
5. Tick the Powers stated in the document, and write the exact wording under Scope when needed.
6. Choose the Matters it covers, then Save.

Statuses

Active, Expiring soon (within 30 days), Expired (after its last day), Revoked (after Revoke, from the revocation date). You can Undo revocation.

Reminders

• You are reminded 30 days and 7 days before expiry and on the morning of the last day: the firm agents and the responsible lawyers of the linked matters, or the owner and partners if there is none.
• Changing the expiry date restarts the reminders.
• The home page shows how many expire within 30 days.

Matter page warnings

Above the judgments section of a matter, a Power of attorney line shows the linked ones, with a warning (it never blocks anything) when:

• no active power of attorney is linked;
• it expires before the next hearing;
• an objection window is open and it does not include Objecting to judgments, appeal and cassation, or it expires before the last day to object.

Requesting a renewal

An expiring or expired power of attorney has Request renewal. It opens the Power of attorney request template with the client and matter filled in; complete the powers and send it. If the template is not in your firm yet, it is added for you.

Free plan

The Free plan allows five powers of attorney that are not revoked; paid plans have no limit.