How do I add/remove a bond company?
What is it
Courts use bond company information to track bonds associated with cases, manage bond activity, and maintain accurate records of companies authorized to post bonds within the court system.
Why is this important
You would set up a bond company to maintain accurate records of businesses authorized to post surety bonds for defendants within the court system. Setting up bond companies allows the court to track bond activity, associate bonds with the correct company, and manage information such as company names, contact details, and bond transactions.
Courts use bond company setup to support case processing, improve bond tracking, maintain accurate financial and legal records, and ensure consistent reporting and management of bond-related activity.
Add a bond company
There are two options for adding a bond company: use Setup Trusts to add a bond company when you add a new trust, or Bond Companies to set up a list of commonly used bond companies. .
Use Setup Trusts to
add a bond company...
1. Open Connect Court Management > Cases > Setup Trusts.
Note: You can also use Setup New Trusts or Modify Existing Trusts to navigate
to the Setup Trusts tab.2. Use the Lookup bar to enter a case number. Press Enter.
3. Click the Bond
Company menu .
4. Click Add New.
The bond company is set up.
Use Bond Companies to add a bond company...
1. Open Connect Court Management > Organization > Bond Companies.
2. Click New (CTRL+N).
3. Fill in the bond company properties.
4. Click Save (CTRL+S).
The bond company is set up.
Change a bond company
Update the information on a bond company.
Do this...
1. Open Connect Court Management > Organization > Bond Companies.
You can also use the Bond Company menu on the Setup Trusts tab in Setup New Case/Modify Existing Cases to edit bond company information.
2. Use the Lookup bar to enter a bond company name. Press Enter.
3. Now, update the bond company properties.
4. Click Save (CTRL+S).
The updated record is saved.
Delete a bond company
You cannot delete a bond company that is tied to a trust.
Do this...
1. Open Connect Court Management > Organization > Bond Companies.
2. Use the Lookup bar to enter a bond company name. Press Enter.
3. Click Delete (CTRL+D).
The bond company is deleted.
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