Company Name Field
Enter the legal name of the client company.
## Field Details
- **Form Field**: `company_name`
- **Required**: Yes
- **Type**: Text input
- **Validation**: Must be unique within your agency
## Guidelines
### Format
- Use full legal company name
- Include legal suffixes (Inc, LLC, Corp, PC)
- Match business registration exactly
- Avoid abbreviations
### Examples
ā **Good**: "Smith & Associates Real Estate, LLC"
ā **Good**: "Acme Mortgage Corporation"
ā **Good**: "John Doe Law Office, PC"
ā **Avoid**: "Smith & Assoc"
ā **Avoid**: "Acme Mort"
ā **Avoid**: "Doe Law"
## Why It Matters
### Legal Requirements
- Must match notarized documents
- Required for compliance
- Used in legal proceedings
- Affects document validity
### Business Operations
- Used for invoicing
- Appears on certificates
- Company identification
- Search functionality
## Special Cases
### DBA/Trade Name
- Enter legal name in this field
- Add DBA in separate field
- Note "doing business as" relationship
- Include on documents as needed
### Franchises
- Use franchise legal name
- Include franchise number
- Note franchise relationship
- Follow franchise guidelines
### Multiple Locations
- Use corporate entity name
- Add location in address field
- Create separate company entries if needed
- Link related entities
## Tips
- Verify spelling carefully
- Check business registration
- Confirm with client if unsure
- Keep consistent across all documents