How do I add/remove a bond company?
A bond company is an individual or organization that issues bonds. Use Bond Companies to record the bond company's name and contact information.
How does this work?
When you record a trust to a case, the application will display a list of bond companies and the information for each bond company. The bond company list is available in Setup Trusts and reports.
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.
Copyright © 2025 Caselle, Incorporated. All rights reserved.