# Record an agency

Record a legal agency with its number, principal and agents, the dates it covers, the document itself and the agencies issued under it, and find it again by status, principal or date.

An agency is the document in which a principal authorizes agents to act on their behalf. The firm records each one it works under, so that cases and hearings can check it.

## Before you start {#before-you-start}

- You need the **User: Own Documents** level or higher on **Agencies**.
- The principal and the agents exist as contacts. A lawyer of the firm is an agent through the contact of the lawyer's user.

![Each agency with its principal, its dates and whether it is valid today.](https://jaah.app/web/image/8191-878dc366/law-agency-record-agencies_list-en.png)

## Steps {#steps}

1. Open **Agencies/Agencies** and click **New**.
2. Choose the **Principal** and the **Agents**. When **Multi Clients** is on in the law settings, **Other Principals** adds the other people who gave the same agency.
3. Type the **Agency No**, the **Release Date** and the **Expiration Date**; all three are required. A number already used by another agency of the company is refused.
4. Attach the scanned document with **Attachments**, and write anything worth keeping in **Agency Details**.

![The agents are the people the principal authorized, here two of the firm's lawyers.](https://jaah.app/web/image/8195-07848318/law-agency-record-agency_form-en.png)

5. In **Sub Agencies**, link the agencies issued under this one, for example when an agent passed the authority on to another lawyer.

![Sub Agencies links the agencies issued under this one.](https://jaah.app/web/image/8199-d1887794/law-agency-record-agency_sub_agencies-en.png)

6. Click the cloud icon **Save manually**.

## Find an agency {#find-an-agency}

The ribbon of an agency says **Valid** or **Expired**. In the list, the **Valid**, **Expired** and **My Agencies** filters, and the groupings by **Status**, **Principal** or date, find the one you need. A contact's **Agencies** button opens the agencies where that contact is the principal.

## FAQ {#faq}

### Why does the agency show Expired although it is not over yet? {#not-yet-valid}

The status is **Valid** only from the **Release Date** to the **Expiration Date**, both included. An agency whose release date is still ahead shows **Expired** until that day.

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- Source: https://jaah.app/docs/law-agency/record-an-agency
- Updated: 2026-10-14
- Version: Agencies 19.0.2.1.9
- Verified: 2026-10-14