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Additional Names for a Client

A client may be known by more than one name in Legal Server (e.g., a maiden name or an alias). You can enter those Additional Names in the system.

Graphic: Additional Names for a Client

Adding an Additional Name has two effects:

  • The original name and Additional Name are forever associated in the system. So if you enter a client Sally Jones with a maiden name Sally Smith, Legal Server will create an association. Thus, if either Sally Jones or Sally Smith is searched, the same client record will appear.
  • Upon adding the Additional Name, the system will check that name for conflicts too. So in the above example, the system will check conflicts for Sally Smith too.