Contacts module Overview
The Contacts module lists the people and companies of your firm, whether they are clients or not. From here you can add contacts, find them and open their dashboards.
Contacts
Contacts
Contacts
Structure of the Contact dashboard
The Contact dashboard brings together everything about one contact: their details, matters, transactions, notes, bills, requests, payments, activity feed and documents.
Contacts, Matters
How to work with Notes
Notes keep track of calls, meetings and other information about a contact or a matter. You can add, edit and delete them from the Notes tab of a contact or matter dashboard.
Contacts
Managing Contact Relationships
Contact relationships link a contact to other contacts, such as a spouse, an employer or a company the person represents, so you can see who is connected to whom.
Contacts, Matters
Managing Alerts
Alerts put important information where your team works: a banner at the top of a matter, of a contact, or of every page for the whole firm. Use them for things that must not be missed, such as a pending conflict check or a client who needs special handling.
Contacts
Getting started with Contacts
Contacts hold the information of the people and companies your firm works with, such as clients, opposing parties or experts. This article shows how to add, edit and delete a contact.