For small-business clients. These saved details prefill new agreements; existing drafts keep their edits.
Save the details
- Open Settings → Small business in Lawtrades Agent.
- Under Agreement details, review Company legal name, Business address, Signer name, and Signer title.
- Correct the fields, then select Save details.
- Look for Agreement details saved.
Use information from your profile
Select Use company profile to load the company profile values into the form. Review them and select Save details if you want to keep them.
Refresh an existing hire draft
Existing drafts keep their own edits. In the hire form, use Use saved company details to refresh that draft, then review it before continuing.
If the details will not load
Select Try again in the error message. Avoid replacing unknown saved values with guesses; contact support if loading continues to fail.
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