How-to Adding Liens

This How to covers adding a lien entry on the Negotiation Tab.

You can use the Negotiation tab to record offers and demands that are made as you attempt to settle a case as well as track any liens that are held against a potential settlement.

Instructions

1. Click ‘Add’ in the Lien section of the tab.

2. Enter a brief description of the lien in the Subject field.

3. Enter the lien date in the Entry Date field.

4. Attach the lienholder in the provider field by…

   1. Click the paper clip

   2. Search the provider’s name in the Contacts

   3. If the provider’s name appears in the list of search results

      • Double-click on it to attach

   4. If the provider’s name does not appear

      • Click ‘New’ at the top of the Contacts search window

      • Add provider to your contacts

      • Double-click to attach it to the lien entry

5. Enter the policy number in the proper field.

6. Enter the insured amount in the proper field.

7. Enter the lien amount in the proper field.

8. If a lien notice has been received, Check the ‘Received Notice’ box.

9. Optional: Enter additional information in the Notes field.

10. Click ‘Save’.

Related articles

Adding Demands and Offers Adding Liens, Modify the Settings for a Law Type