# Adding Attorneys

## Adding a Power of Attorney

To add a Power of Attorney, follow these steps:

{% stepper %}
{% step %}

#### **Open the applicant’s profile**

Go to the Attorney tab: Click **Attorney → Add Attorney**.

<figure><img src="/files/XzSre4qiXXIxMYV8LP1W" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Select the attorney or create a new one

If the entity is already in the system, select **Existing entity** to pull the profile (no need to re-enter data).

<figure><img src="/files/Xjax0lxq6rE6d9c8ti1t" alt=""><figcaption></figcaption></figure>

If it’s new, choose **Individual** or **Corporate**.

<figure><img src="/files/cs50ys9iMnbgAgtx9sF0" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Fill in the required details and save

* Provide basic information (such as name and address), upload relevant documents, and perform KYC/AML checks if required.
* Fields marked with a red asterisk are mandatory. These must be completed before the client onboarding and verification process can proceed.
* You may press **Save Form** at any point to save the information. The system retains the data even if the form is not yet fully completed.

<figure><img src="/files/B2xyTushHcD9vkGlHEK3" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

## Remove a Power of Attorney

You can remove an attorney at any time. To do this, click the three dots next to the relationship entry, select **Remove connection** and confirm.

{% hint style="info" %}
The relationship will be disconnected from the account but **not deleted from the system**.
{% endhint %}

<figure><img src="/files/pkAu8G1mKDPUruWRLyEr" alt=""><figcaption></figcaption></figure>


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