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            Contacts

            Contacts

            • Create a new contact
            • View and edit contacts
            • Adding multiple contacts to matter details
            • Delete a contact or remove duplicate contact cards
            • Apply contact tags
            • View Matters related to a Contact
            • Adding Branches to Contacts
            • Adding a party's Matter Reference (Your Ref)
            • Enter a Trustee or Executor as a Contact
            • Record a party as Deceased
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