Entity Information Summary
Entity Information Summary (EIS)
The Entity Information Summary is where you will find all data related to a specific Entity.
The Summary section provides an overview of the Entity including the number of Directors and Officers, the province/territory/state, and the type of entity.
All entity data is stored in a “component”.
A “component” is like a block of information about an entity. Components are made up of fields of the following types:
- Date picker
- Jurisdiction picker
- Simple text input
- Person lookup
- Dropdown field
Some components may be edited directly in the Entity Information Summary (like Client Information and Entity Information).
Some components require you to open a “modal” to work with (like the Address, Other Dates, or Directors):
The Client Information Section provides an overview of basic client information in a simple component containing:
- Client Name
- Entity Status
- Matter Number
- Accounting Number; and
- Client Standing
The Client Information Section also includes a modal component to designate the person or persons that are authorized to instruct on that particular entity.
- Authorized to Instruct