Contacts

 

Use the Contacts feature to keep track of all of the contact information for people associated with your clients/matters, your firm's vendors and suppliers, and your personal contacts.  Watch a tutorial on the Contacts feature.

 

You can assign a type to contacts (defaults are Client, Vendor/Supplier and Personal but you can customize the list) and a role (for example, Expert Witness or Prospective Client) and you can filter contacts by these fields to make it easy to search.  You can designate personal contacts as Private, while sharing others with other users.  After adding a contact you can assign it to a client/matter or to an accounts payable vendor, and the contact information will appear in the Inquiry or Vendors feature.

 

 

Adding new contacts

Editing, deleting and printing contacts

Assigning contacts to clients/matters and vendors

Contact types and roles