Purchase of Franchise - SA

Table of Contents

• Create a SA Purchase of Franchise matter
• Complete Matter Details
• Next Steps

Create a SA Purchase of Franchise matter

1.    Select New Matter from the triConvey Home Dashboard.

2.    Select State:  SA.

3.    Select Matter Category:  Business.

4.    Select Matter Type:  Purchase of Franchise.

5.    Select Next.

Complete Matter Details

Learn more about creating a new matter here.

1.    Double-click Info and complete required details.  

Tip:  Not all details need to be entered immediately.  However, it is best practice to enter as much information as possible to save yourself time when generating documents.  

2.    Double-click Franchisee and complete required contact details.  

Tip:  To add an additional Franchisee, right click on Franchisee and select Add Franchisee.

3.    Complete Franchisor and Franchisor Solicitor details if available.

4.    Double-click Franchise Details to enter Franchise name, Agreement Date and Term details.

5.    Double-click Premises Details to enter the Address and Title Reference of the Premises.    

6.    To add uncommon contacts to your matter, select the gear icon.     

7.    From Show/hide details for this matter, select the additional contact/s to be displayed in Matter Details.

Tip:  You can add details such as Lessor, Guarantor and Assignee.

8.    Select Save.

Next Steps

Learn about completing Settlement Financials.